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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
JFA
626
JNBA Financial Advisors
Minnesota
$2.04K
CIAS
627
CBIZ Investment Advisory Services
Ohio
$2.04K
MCM
628
Manchester Capital Management
Vermont
$1.7K
GC
629
Garde Capital
Washington
$1.7K
LWMI
630
Legacy Wealth Management (Idaho)
Idaho
$1.36K
RWM
631
Rialto Wealth Management
New York
$1.36K
LIS
632
Legacy Investment Solutions
Idaho
$1.36K
SIC
633
SJS Investment Consulting
Ohio
$1.02K
SC
634
SouthState Corp
Florida
$1.02K
PWMG
635
Prestige Wealth Management Group
New Jersey
$1.02K
HIA
636
HFM Investment Advisors
New Jersey
$1.02K
PMAM
637
Picton Mahoney Asset Management
Ontario, Canada
$1K
OAJ
638
Ogorek Anthony Joseph
New York
$1K
NC
639
North Capital
Utah
$680
SO
640
Sierra Ocean
California
$680
PWA
641
Principia Wealth Advisory
Texas
$680
QWM
642
Quaker Wealth Management
New Jersey
$680
PWA
643
Physician Wealth Advisors
Utah
$680
BWL
644
Bogart Wealth LLC
Virginia
$680
WCM
645
WealthTrak Capital Management
Virginia
$680
TIM
646
Tortoise Investment Management
New York
$680
SC
647
Stephens Consulting
Michigan
$680
BHWM
648
Bay Harbor Wealth Management
Maryland
$679
DF
649
Dunhill Financial
United Kingdom
$409
HWP
650
Highline Wealth Partners
California
$347