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Everest Group

666 hedge funds and large institutions have $13.6B invested in Everest Group in 2025 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 262 increasing their positions, 232 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more ownership

Funds ownership:

4% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 79

0% less funds holding

Funds holding: 668666 (-2)

4% less capital invested

Capital invested by funds: $14.2B → $13.6B (-$591M)

Holders
666
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$96.6M
Puts
$67M
Net Calls
Net Calls Change

Top Buyers

1 +$158M
2 +$86.4M
3 +$42M
4
DSC
Donald Smith & Co
New York
+$37.3M
5
Goldman Sachs
Goldman Sachs
New York
+$32.8M

Top Sellers

1 -$313M
2 -$94M
3 -$63.7M
4
BlackRock
BlackRock
New York
-$49.1M
5
Invesco
Invesco
Georgia
-$45.7M
Name Holding Trade Value Shares
Change
Change in
Stake
TIM
551
Thompson Investment Management
Wisconsin
$35.3K
BOTPPF
552
Board of the Pension Protection Fund
United Kingdom
$34K
GRP
553
Global Retirement Partners
California
$31.9K
GWSG
554
GPS Wealth Strategies Group
Colorado
$31.3K
TFGT
555
TS Financial Group (TSFG)
Illinois
$31K
EB
556
Eastern Bank
Massachusetts
$30.6K
CH
557
Cromwell Holdings
Wyoming
$29.9K
SS
558
Sunbelt Securities
Texas
$29K
BBHC
559
Brown Brothers Harriman & Co
New York
$28.9K
DIP
560
DT Investment Partners
Pennsylvania
$27.9K
MPWT
561
MassMutual Private Wealth & Trust
Connecticut
$27.5K
TCA
562
Trifecta Capital Advisors
Illinois
$27.2K
HWA
563
Heritage Wealth Advisors
Virginia
$27.2K
TFA
564
Toth Financial Advisory
Virginia
$27.2K
CAM
565
Chesapeake Asset Management
New York
$25.8K
WA
566
Whipplewood Advisors
Colorado
$23.1K
CT
567
Clearstead Trust
Maine
$23.1K
CSPIA
568
Cary Street Partners Investment Advisory
Virginia
$22.4K
MFT
569
Moisand Fitzgerald Tamayo
Florida
$21.8K
MAM
570
Meeder Asset Management
Ohio
$21.4K
CT
571
Caldwell Trust
Florida
$21.1K
CPG
572
Cornerstone Planning Group
New Jersey
$20.8K
UB
573
UMB Bank
Missouri
$20.1K
PSB
574
Piscataqua Savings Bank
New Hampshire
$19K
TCM
575
Traub Capital Management
Massachusetts
$17.3K