We are live on ! Find out more
EG icon

Everest Group

683 hedge funds and large institutions have $13.3B invested in Everest Group in 2025 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 207 increasing their positions, 289 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more call options, than puts

Call options by funds: $63.8M | Put options by funds: $52.1M

22% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 79

1.84% more ownership

Funds ownership: 91.88%93.72% (+1.8%)

1% more funds holding

Funds holding: 676683 (+7)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

1% less capital invested

Capital invested by funds: $13.5B → $13.3B (-$146M)

28% less repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 289

Holders
683
Holders Change
+7
Holders Change %
+1.04%
% of All Funds
8.31%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
96
Increased
207
Reduced
289
Closed
79
Calls
$63.8M
Puts
$52.1M
Net Calls
+$11.7M
Net Calls Change
-$64.3M
Name Holding Trade Value Shares
Change
Change in
Stake
C
551
Covestor
United Kingdom
$77K +$63.4K +192 +565%
S
552
SignatureFD
Georgia
$69.9K +$5.94K +18 +10%
FFC
553
First Financial Corp
Indiana
$67.9K
BBHC
554
Brown Brothers Harriman & Co
New York
$58K +$12.2K +37 +28%
KFI
555
Key Financial Inc
Pennsylvania
$54K
TFA
556
Toth Financial Advisory
Virginia
$53.6K +$25.8K +78 +98%
TWD
557
True Wealth Design
Ohio
$52.9K -$28.1K -85 -35%
UB
558
UMB Bank
Missouri
$50.9K +$14.2K +43 +40%
HFS
559
Hantz Financial Services
Michigan
$50K -$88.5K -268 -64%
BGAI
560
Bruce G. Allen Investments
Colorado
$48.9K -$2.97K -9 -6%
SIC
561
SJS Investment Consulting
Ohio
$46.2K +$41K +124 +1,033%
OL
562
OneFund LLC
Florida
$42.1K +$2.97K +9 +8%
WSFS
563
Wilmington Savings Fund Society
Delaware
$39K
SIM
564
Sentry Investment Management
Wisconsin
$39K
PFBT
565
Parkside Financial Bank & Trust
Missouri
$38.7K +$991 +3 +3%
MA
566
Montag & Associates
Georgia
$37.3K
CFB
567
Cullen/Frost Bankers
Texas
$37.3K +$36.3K +110 New
WA
568
WPG Advisers
Maryland
$36.6K -$5.94K -18 -14%
TIM
569
Thompson Investment Management
Wisconsin
$35.3K
MPWT
570
MassMutual Private Wealth & Trust
Connecticut
$35K -$15.9K -48 -32%
RBI
571
Raiffeisen Bank International
Austria
$34.1K +$33K +100 New
AWM
572
Activest Wealth Management
Florida
$33.6K +$32.7K +99 New
RFP
573
Root Financial Partners
California
$32.9K +$3.96K +12 +14%
SS
574
Sunbelt Securities
Texas
$31.2K
TFGT
575
TS Financial Group (TSFG)
Illinois
$31K