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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 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
662
Holders Change
-6
Holders Change %
-0.9%
% 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
79
Calls
$96.6M
Puts
$67M
Net Calls
+$29.6M
Net Calls Change
+$31.3M
Name Holding Trade Value Shares
Change
Shares
Change %
GKIM
601
GW&K Investment Management
Massachusetts
$7K +$636 +2 +10%
HCM
602
Hollencrest Capital Management
California
$6.8K
BI
603
Binnacle Investments
Iowa
$6.8K +$1.02K +3 +18%
OP
604
ORG Partners
Indiana
$6.47K +$3.75K +11 +138%
JWA
605
JFS Wealth Advisors
Pennsylvania
$6.46K -$2.38K -7 -27%
S
606
Sachetta
Massachusetts
$5.78K +$1.36K +4 +31%
TWD
607
True Wealth Design
Ohio
$5.78K +$2.72K +8 +89%
RIL
608
Rothschild Investment LLC
Illinois
$5.44K +$5.1K +15 +1,500%
WAS
609
Winch Advisory Services
Wisconsin
$4.42K
EWM
610
Evolution Wealth Management
Florida
$4.42K +$4.42K +13 New
AWM
611
Abound Wealth Management
Tennessee
$3.74K +$3.74K +11 New
SS
612
SBI Securities
Japan
$3.74K -$1.02K -3 -21%
RA
613
Ransom Advisory
Rhode Island
$3.74K
NC
614
NewSquare Capital
Pennsylvania
$3.74K +$3.4K +10 +1,000%
SWM
615
Spire Wealth Management
Virginia
$3.4K +$340 +1 +11%
WTA
616
Washington Trust Advisors
Massachusetts
$3.23K
PWMG
617
Private Wealth Management Group
New Jersey
$3.06K -$4.76K -14 -61%
FMP
618
Financial Management Professionals
Texas
$3.06K -$1.02K -3 -25%
HHMI
619
Howard Hughes Medical Institute
Maryland
$3.06K +$3.06K +9 New
TPWA
620
Twin Peaks Wealth Advisors
California
$2.95K +$2.95K +9 New
DPW
621
DiNuzzo Private Wealth
Pennsylvania
$2.38K
JFA
622
JNBA Financial Advisors
Minnesota
$2.04K
CIAS
623
CBIZ Investment Advisory Services
Ohio
$2.04K +$2.04K +6 New
MCM
624
Manchester Capital Management
Vermont
$1.7K -$1.7K -5 -50%
GC
625
Garde Capital
Washington
$1.7K