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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
CT
601
Clearstead Trust
Maine
$10.9K
FMII
602
Farmers & Merchants Investments Inc
Nebraska
$9.81K
RA
603
Rise Advisors
New York
$9.81K
MCM
604
MV Capital Management
Maryland
$9.45K
JWA
605
JFS Wealth Advisors
Pennsylvania
$9.45K
FHA
606
First Horizon Advisors
Tennessee
$8.72K
PWMG
607
Private Wealth Management Group
New Jersey
$8.36K
AGWCA
608
Annis Gardner Whiting Capital Advisors
Florida
$8.36K
FFO
609
Fortitude Family Office
Arizona
$8.36K
HFS
610
Hughes Financial Services
Virginia
$8.04K
LFG
611
Larson Financial Group
Missouri
$7.27K
HCM
612
Hollencrest Capital Management
California
$7.27K
GKIM
613
GW&K Investment Management
Massachusetts
$7K
CB
614
Centennial Bank
Arkansas
$6.54K
SCB
615
Saudi Central Bank
Saudi Arabia
$6.18K
BI
616
Binnacle Investments
Iowa
$6.18K
IA
617
IFP Advisors
Florida
$5.45K
BFPW
618
BOK Financial Private Wealth
Colorado
$5.45K
SS
619
SBI Securities
Japan
$5.09K
W
620
WealthCollab
Washington
$5.09K
TWC
621
TD Waterhouse Canada
Ontario, Canada
$4.75K
S
622
Sachetta
Massachusetts
$4.72K
WAS
623
Winch Advisory Services
Wisconsin
$4.72K
GFPC
624
Global Financial Private Client
Florida
$4.72K
FMP
625
Financial Management Professionals
Texas
$4.36K