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Everest Group

685 hedge funds and large institutions have $14.6B invested in Everest Group in 2024 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 259 increasing their positions, 241 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
685
Holders Change
+20
Holders Change %
+3.01%
% of All Funds
9.12%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.15%
New
97
Increased
259
Reduced
241
Closed
65
Calls
$141M
Puts
$124M
Net Calls
+$17.2M
Net Calls Change
+$69.9M
Name Holding Trade Value Shares
Change
Shares
Change %
TCA
601
Trifecta Capital Advisors
Illinois
$29K
HWA
602
Heritage Wealth Advisors
Virginia
$29K
SS
603
Sunbelt Securities
Texas
$28.8K +$28.8K +80 New
GRP
604
Global Retirement Partners
California
$27.9K -$58.7K -162 -68%
SAM
605
Smartleaf Asset Management
Massachusetts
$27.2K +$5.8K +16 +27%
AF
606
Allworth Financial
California
$25.6K +$732 +2 +3%
AAP
607
Arax Advisory Partners
Colorado
$25.4K -$47.5K -131 -65%
MPWT
608
MassMutual Private Wealth & Trust
Connecticut
$24.3K -$13.4K -37 -36%
WA
609
Whipplewood Advisors
Colorado
$24.3K +$24.3K +67 New
MFT
610
Moisand Fitzgerald Tamayo
Florida
$23.2K
PSB
611
Piscataqua Savings Bank
New Hampshire
$20.3K
RTC
612
Riverview Trust Company
Washington
$19.9K
AAG
613
Armstrong Advisory Group
Massachusetts
$18.5K
SAM
614
Synergy Asset Management
Washington
$17.2K +$17.2K +44 New
CFO
615
CVA Family Office
Colorado
$16.3K +$5.08K +14 +45%
TPCW
616
TD Private Client Wealth
New York
$14.9K -$725 -2 -5%
GIA
617
GHP Investment Advisors
Colorado
$14.9K
CSPIA
618
Cary Street Partners Investment Advisory
Virginia
$14.5K -$3.92M -10,823 -100%
BC
619
Barrett & Company
Rhode Island
$14.5K
BIA
620
Bell Investment Advisors
California
$14.1K +$10.1K +28 +255%
LFG
621
Larson Financial Group
Missouri
$13.8K +$4.71K +13 +52%
FHA
622
First Horizon Advisors
Tennessee
$12.7K -$5.44K -15 -30%
PFA
623
Pathway Financial Advisers
Indiana
$12.7K -$4.96M -13,679 -100%
GKIM
624
GW&K Investment Management
Massachusetts
$12K -$727 -2 -6%
CJ
625
Caitlin John
Michigan
$11.6K