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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
NWM
576
Nova Wealth Management
Florida
$17K
CFO
577
CVA Family Office
Colorado
$16K
SAM
578
Smartleaf Asset Management
Massachusetts
$14.7K
BIA
579
Bell Investment Advisors
California
$14.6K
GIA
580
GHP Investment Advisors
Colorado
$13.9K
BC
581
Barrett & Company
Rhode Island
$13.6K
IRC
582
Investors Research Corp
Georgia
$12.9K
AAG
583
Armstrong Advisory Group
Massachusetts
$12.6K
FHA
584
First Horizon Advisors
Tennessee
$12.2K
HWM
585
Hemington Wealth Management
Virginia
$12K
ZBNA
586
Zions Bancorporation, National Association
Utah
$11.2K
W
587
WealthCollab
Washington
$10.5K
RS
588
Rakuten Securities
Japan
$10.2K
HI
589
Harbour Investments
Wisconsin
$9.86K
CIAM
590
Caitong International Asset Management
Hong Kong
$9.86K
SSG
591
Summit Securities Group
New York
$9.86K
RA
592
Rise Advisors
New York
$9.52K
FFO
593
Fortitude Family Office
Arizona
$9.52K
PGAM
594
Princeton Global Asset Management
New Jersey
$9.52K
CA
595
Crewe Advisors
Utah
$9.52K
FMII
596
Farmers & Merchants Investments Inc
Nebraska
$9.18K
TPCW
597
TD Private Client Wealth
New York
$8.16K
AGWCA
598
Annis Gardner Whiting Capital Advisors
Florida
$7.82K
MCM
599
MV Capital Management
Maryland
$7.48K
LFG
600
Larson Financial Group
Missouri
$7.48K