EG icon

Everest Group

668 hedge funds and large institutions have $14.2B invested in Everest Group in 2025 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 230 increasing their positions, 253 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
668
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$107M
Puts
$109M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
576
Toth Financial Advisory
Virginia
$29.1K
TCA
577
Trifecta Capital Advisors
Illinois
$29.1K
SS
578
Sunbelt Securities
Texas
$29.1K
HWA
579
Heritage Wealth Advisors
Virginia
$29.1K
MPWT
580
MassMutual Private Wealth & Trust
Connecticut
$28.7K
WA
581
Whipplewood Advisors
Colorado
$24.3K
MFT
582
Moisand Fitzgerald Tamayo
Florida
$23.3K
CT
583
Caldwell Trust
Florida
$22.5K
UB
584
UMB Bank
Missouri
$22.2K
CPG
585
Cornerstone Planning Group
New Jersey
$21.4K
PSB
586
Piscataqua Savings Bank
New Hampshire
$20.3K
RTC
587
Riverview Trust Company
Washington
$20K
AAG
588
Armstrong Advisory Group
Massachusetts
$18.5K
CSPIA
589
Cary Street Partners Investment Advisory
Virginia
$17.8K
SAM
590
Smartleaf Asset Management
Massachusetts
$17.6K
1M
591
1248 Management
Missouri
$17.4K
CFO
592
CVA Family Office
Colorado
$14.9K
GIA
593
GHP Investment Advisors
Colorado
$14.9K
TPCW
594
TD Private Client Wealth
New York
$14.9K
BC
595
Barrett & Company
Rhode Island
$14.5K
IRC
596
Investors Research Corp
Georgia
$13.8K
HI
597
Harbour Investments
Wisconsin
$12.7K
HWM
598
Hemington Wealth Management
Virginia
$12K
BIA
599
Bell Investment Advisors
California
$11.3K
RS
600
Rakuten Securities
Japan
$10.9K