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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
SC
601
Solstein Capital
California
$7.14K
AP
602
Atwood & Palmer
Missouri
$7.14K
FIM
603
FWL Investment Management
Texas
$7.14K
GKIM
604
GW&K Investment Management
Massachusetts
$7K
HCM
605
Hollencrest Capital Management
California
$6.8K
BI
606
Binnacle Investments
Iowa
$6.8K
OP
607
ORG Partners
Indiana
$6.47K
JWA
608
JFS Wealth Advisors
Pennsylvania
$6.46K
S
609
Sachetta
Massachusetts
$5.78K
TWD
610
True Wealth Design
Ohio
$5.78K
RIL
611
Rothschild Investment LLC
Illinois
$5.44K
WAS
612
Winch Advisory Services
Wisconsin
$4.42K
EWM
613
Evolution Wealth Management
Florida
$4.42K
AWM
614
Abound Wealth Management
Tennessee
$3.74K
SS
615
SBI Securities
Japan
$3.74K
RA
616
Ransom Advisory
Rhode Island
$3.74K
NC
617
NewSquare Capital
Pennsylvania
$3.74K
SWM
618
Spire Wealth Management
Virginia
$3.4K
WTA
619
Washington Trust Advisors
Massachusetts
$3.23K
PWMG
620
Private Wealth Management Group
New Jersey
$3.06K
FMP
621
Financial Management Professionals
Texas
$3.06K
HHMI
622
Howard Hughes Medical Institute
Maryland
$3.06K
TPWA
623
Twin Peaks Wealth Advisors
California
$2.95K
HPC
624
HM Payson & Co
Maine
$2.38K
DPW
625
DiNuzzo Private Wealth
Pennsylvania
$2.38K