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Everest Group

662 hedge funds and large institutions have $13.6B invested in Everest Group in 2025 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 262 increasing their positions, 231 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
662
Holders Change
-5
Holders Change %
-0.75%
% of All Funds
8.88%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
81
Increased
262
Reduced
231
Closed
78
Calls
$96.6M
Puts
$67M
Net Calls
+$29.6M
Net Calls Change
+$31.3M
Name Holding Trade Value Shares
Change
Shares
Change %
BIA
576
Bell Investment Advisors
California
$14.6K +$4.08K +12 +39%
GIA
577
GHP Investment Advisors
Colorado
$13.9K
BC
578
Barrett & Company
Rhode Island
$13.6K
IRC
579
Investors Research Corp
Georgia
$12.9K
AAG
580
Armstrong Advisory Group
Massachusetts
$12.6K -$4.76K -14 -27%
FHA
581
First Horizon Advisors
Tennessee
$12.2K +$4.08K +12 +50%
HWM
582
Hemington Wealth Management
Virginia
$12K +$1.26K +4 +12%
ZBNA
583
Zions Bancorporation, National Association
Utah
$11.2K -$20.4K -60 -65%
W
584
WealthCollab
Washington
$10.5K +$5.78K +17 +121%
RS
585
Rakuten Securities
Japan
$10.2K
HI
586
Harbour Investments
Wisconsin
$9.86K -$2.04K -6 -17%
CIAM
587
Caitong International Asset Management
Hong Kong
$9.86K +$9.86K +29 New
SSG
588
Summit Securities Group
New York
$9.86K +$9.86K +29 New
RA
589
Rise Advisors
New York
$9.52K +$340 +1 +4%
FFO
590
Fortitude Family Office
Arizona
$9.52K +$1.7K +5 +22%
PGAM
591
Princeton Global Asset Management
New Jersey
$9.52K +$9.52K +28 New
CA
592
Crewe Advisors
Utah
$9.52K +$9.52K +28 New
FMII
593
Farmers & Merchants Investments Inc
Nebraska
$9.18K
TPCW
594
TD Private Client Wealth
New York
$8.16K -$5.78K -17 -41%
AGWCA
595
Annis Gardner Whiting Capital Advisors
Florida
$7.82K
MCM
596
MV Capital Management
Maryland
$7.48K -$1.36K -4 -15%
LFG
597
Larson Financial Group
Missouri
$7.48K +$680 +2 +10%
FIM
598
FWL Investment Management
Texas
$7.14K +$7.14K +21 New
AP
599
Atwood & Palmer
Missouri
$7.14K +$7.14K +21 New
SC
600
Solstein Capital
California
$7.14K +$7.14K +21 New