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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
EW
626
Elyxium Wealth
California
$4.96K +$4.95K +15 New
S
627
Sachetta
Massachusetts
$4.41K
WAS
628
Winch Advisory Services
Wisconsin
$4.41K
HIA
629
Harbor Investment Advisory
Maryland
$4.41K +$4.29K +13 New
TM
630
Torren Management
California
$4.13K +$3.96K +12 New
PSFG
631
Park Square Financial Group
Georgia
$3.99K +$330 +1 +10%
CT
632
Clearstead Trust
Maine
$3.73K -$2.97K -9 -45%
AWM
633
Abound Wealth Management
Tennessee
$3.73K
PWA
634
Physician Wealth Advisors
Utah
$3.73K +$1.65K +5 +83%
AFC
635
Ares Financial Consulting
California
$3.39K +$3.3K +10 New
PWMG
636
Private Wealth Management Group
New Jersey
$3.06K -$5.28K -16 -64%
FFO
637
Fortitude Family Office
Arizona
$3.05K -$5.61K -17 -65%
HHMI
638
Howard Hughes Medical Institute
Maryland
$3.05K
SS
639
SBI Securities
Japan
$3.05K +$330 +1 +13%
NSIM
640
North Star Investment Management
Illinois
$2.71K +$2.64K +8 New
II
641
Inspire Investing
Idaho
$2.55K +$2.64K +8 New
DPW
642
DiNuzzo Private Wealth
Pennsylvania
$2.38K
HPC
643
HM Payson & Co
Maine
$2.38K
MAM
644
Marquette Asset Management
Minnesota
$2.38K +$2.31K +7 New
FMP
645
Financial Management Professionals
Texas
$2.38K
JFGIW
646
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.04K -$991 -3 -33%
JFA
647
JNBA Financial Advisors
Minnesota
$2.04K
TAM
648
Tucker Asset Management
Colorado
$2.04K +$1.98K +6 New
HBW
649
Hazlett, Burt & Watson
West Virginia
$2K +$1.98K +6 New
SWM
650
Spire Wealth Management
Virginia
$1.7K -$991 -3 -38%