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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
CJ
601
Caitlin John
Michigan
$11K +$330 +1 +3%
LWMI
602
Legacy Wealth Management (Idaho)
Idaho
$10.9K +$9.25K +28 +700%
RS
603
Rakuten Securities
Japan
$10.2K
JWA
604
JFS Wealth Advisors
Pennsylvania
$9.84K +$2.64K +8 +38%
LWANC
605
Laurel Wealth Advisors (North Carolina)
North Carolina
$9.84K +$9.58K +29 New
HI
606
Harbour Investments
Wisconsin
$9.84K -$330 -1 -3%
MCM
607
MV Capital Management
Maryland
$9.5K +$1.65K +5 +22%
SC
608
SouthState Corp
Florida
$9.16K +$8.59K +26 +2,600%
KFAS
609
Keating Financial Advisory Services
Kansas
$9.16K +$8.92K +27 New
FMII
610
Farmers & Merchants Investments Inc
Nebraska
$8.82K -$330 -1 -4%
BIA
611
Bell Investment Advisors
California
$8.48K -$2.64K -8 -24%
CFO
612
CVA Family Office
Colorado
$8.48K -$1.98K -6 -19%
GKIM
613
GW&K Investment Management
Massachusetts
$8K -$330 -1 -4%
ACM
614
Aster Capital Management
United Arab Emirates
$7.8K -$895K -2,711 -99%
PGAM
615
Princeton Global Asset Management
New Jersey
$7.8K
MCM
616
Manchester Capital Management
Vermont
$7.13K +$2.97K +9 +75%
FIM
617
FWL Investment Management
Texas
$7.13K
HCM
618
Hollencrest Capital Management
California
$6.79K
OP
619
ORG Partners
Indiana
$6.78K -$3.63K -11 -35%
SIS
620
Sound Income Strategies
Florida
$6.64K +$991 +3 +17%
CIA
621
Cape Investment Advisory
Georgia
$6.11K +$5.94K +18 New
SWM
622
SHP Wealth Management
Massachusetts
$5.54K +$5.28K +16 New
LFG
623
Larson Financial Group
Missouri
$5.43K +$1.65K +5 +45%
MSWM
624
Mowery & Schoenfeld Wealth Management
Illinois
$5.09K +$4.95K +15 New
SGK
625
Steigerwald Gordon & Koch
Virginia
$5.09K