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
EB
576
Eastern Bank
Massachusetts
$30.5K
CH
577
Cromwell Holdings
Wyoming
$29.9K
DIP
578
DT Investment Partners
Pennsylvania
$27.8K
HWA
579
Heritage Wealth Advisors
Virginia
$27.1K
TCA
580
Trifecta Capital Advisors
Illinois
$27.1K
CAM
581
Chesapeake Asset Management
New York
$25.8K
PWPS
582
Pinnacle Wealth Planning Services
Ohio
$22.1K +$21.5K +65 New
MFT
583
Moisand Fitzgerald Tamayo
Florida
$21.7K
CT
584
Caldwell Trust
Florida
$21K
SSG
585
Summit Securities Group
New York
$20.7K -$3.3K -10 -14%
Optiver Holding
586
Optiver Holding
Netherlands
$20.7K +$20.1K +61 New
CPG
587
Cornerstone Planning Group
New Jersey
$20.2K -$991 -3 -5%
SAM
588
Smartleaf Asset Management
Massachusetts
$19.8K -$4.62K -14 -19%
DE
589
DV Equities
Illinois
$19.7K +$19.2K +58 New
PSB
590
Piscataqua Savings Bank
New Hampshire
$19K
TPCW
591
TD Private Client Wealth
New York
$18.3K +$7.93K +24 +80%
ZBNA
592
Zions Bancorporation, National Association
Utah
$17.6K +$2.64K +8 +18%
NWM
593
Nova Wealth Management
Florida
$17K
GIA
594
GHP Investment Advisors
Colorado
$13.9K
CSPIA
595
Cary Street Partners Investment Advisory
Virginia
$13.9K -$7.26K -22 -35%
MWPCG
596
Measured Wealth Private Client Group
New Hampshire
$13.6K -$40.6K -123 -75%
BC
597
Barrett & Company
Rhode Island
$13.6K
AAP
598
Arax Advisory Partners
Colorado
$13.2K -$7.42M -22,470 -100%
LI
599
LRI Investments
Florida
$13.2K +$12.9K +39 New
IRC
600
Investors Research Corp
Georgia
$12.9K