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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 %
LWMI
626
Legacy Wealth Management (Idaho)
Idaho
$1.36K
RWM
627
Rialto Wealth Management
New York
$1.36K +$1.02K +3 +300%
LIS
628
Legacy Investment Solutions
Idaho
$1.36K +$1.36K +4 New
SIC
629
SJS Investment Consulting
Ohio
$1.02K -$1.02K -3 -50%
PWMG
630
Prestige Wealth Management Group
New Jersey
$1.02K
SC
631
SouthState Corp
Florida
$1.02K
HIA
632
HFM Investment Advisors
New Jersey
$1.02K +$680 +2 +200%
OAJ
633
Ogorek Anthony Joseph
New York
$1K
PMAM
634
Picton Mahoney Asset Management
Ontario, Canada
$1K
NC
635
North Capital
Utah
$680
SO
636
Sierra Ocean
California
$680
PWA
637
Principia Wealth Advisory
Texas
$680 +$340 +1 +100%
WCM
638
WealthTrak Capital Management
Virginia
$680 +$680 +2 New
TIM
639
Tortoise Investment Management
New York
$680 +$680 +2 New
BWL
640
Bogart Wealth LLC
Virginia
$680 +$680 +2 New
QWM
641
Quaker Wealth Management
New Jersey
$680 +$680 +2 New
PWA
642
Physician Wealth Advisors
Utah
$680 +$680 +2 New
SC
643
Stephens Consulting
Michigan
$680 +$680 +2 New
BHWM
644
Bay Harbor Wealth Management
Maryland
$679 +$340 +1 +100%
DF
645
Dunhill Financial
United Kingdom
$409 -$818 -2 -67%
HWP
646
Highline Wealth Partners
California
$347
PWM
647
Parkworth Wealth Management
California
$340
MSWM
648
Mowery & Schoenfeld Wealth Management
Illinois
$340
RPA
649
Redwood Park Advisors
California
$340
AP
650
Aspect Partners
Virginia
$340