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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
RA
626
Ransom Advisory
Rhode Island
$4K
MCM
627
Manchester Capital Management
Vermont
$3.63K
CTWM
628
Cherry Tree Wealth Management
Minnesota
$3.63K
WTA
629
Washington Trust Advisors
Massachusetts
$3.45K
SWM
630
Spire Wealth Management
Virginia
$3.27K
TWD
631
True Wealth Design
Ohio
$3.27K
OP
632
ORG Partners
Indiana
$2.92K
HPC
633
HM Payson & Co
Maine
$2.54K
DPW
634
DiNuzzo Private Wealth
Pennsylvania
$2.54K
SIC
635
SJS Investment Consulting
Ohio
$2.18K
JFA
636
JNBA Financial Advisors
Minnesota
$2.18K
RTL
637
Red Tortoise LLC
Georgia
$1.82K
KWM
638
Kiker Wealth Management
Georgia
$1.82K
GC
639
Garde Capital
Washington
$1.82K
GEA
640
Glen Eagle Advisors
New Jersey
$1.48K
LWMI
641
Legacy Wealth Management (Idaho)
Idaho
$1.45K
CWC
642
Carolinas Wealth Consulting
North Carolina
$1.45K
PWMG
643
Prestige Wealth Management Group
New Jersey
$1.09K
SC
644
SouthState Corp
Florida
$1.09K
DF
645
Dunhill Financial
United Kingdom
$1.04K
AW
646
Avion Wealth
Texas
$1K
OAJ
647
Ogorek Anthony Joseph
New York
$1K
PMAM
648
Picton Mahoney Asset Management
Ontario, Canada
$1K
CAL
649
Capital Advisors Ltd
Ohio
$1K
SO
650
Sierra Ocean
California
$727