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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
CFG
651
Clayton Financial Group
Missouri
$1.7K +$1.65K +5 New
BHWM
652
Bay Harbor Wealth Management
Maryland
$1.36K +$330 +1 +33%
RWM
653
Rialto Wealth Management
New York
$1.02K -$660 -2 -40%
CA
654
Crewe Advisors
Utah
$1.02K
PWMG
655
Prestige Wealth Management Group
New Jersey
$1.02K
HIA
656
HFM Investment Advisors
New Jersey
$1.02K +$330 +1 +50%
KG
657
Kilter Group
New York
$1.02K +$660 +2 +200%
PMAM
658
Picton Mahoney Asset Management
Ontario, Canada
$1.02K
TPBG
659
Turning Point Benefit Group
Maryland
$1.02K
WIM
660
Westside Investment Management
California
$1.02K +$991 +3 New
OAJ
661
Ogorek Anthony Joseph
New York
$1K
DF
662
Dunhill Financial
United Kingdom
$748 +$330 +1 +100%
AGWCA
663
Annis Gardner Whiting Capital Advisors
Florida
$679 -$6.93K -21 -91%
WWA
664
Wealth Watch Advisors
Colorado
$679
HFS
665
Hughes Financial Services
Virginia
$679 +$330 +1 +100%
1CP
666
1015 Capital Partners
Pennsylvania
$679 +$660 +2 New
BWA
667
Basecamp Wealth Advisors
Washington
$679 +$660 +2 New
BWL
668
Bogart Wealth LLC
Virginia
$679 +$660 +2 New
EWM
669
Evolution Wealth Management
Florida
$679 +$660 +2 New
WA
670
Whipplewood Advisors
Colorado
$679 +$660 +2 New
HWP
671
Highline Wealth Partners
California
$351
WA
672
Westfuller Advisors
New York
$341 +$330 +1 New
RPA
673
Redwood Park Advisors
California
$340
SA
674
Seneschal Advisors
Washington
$340
TFM
675
TFC Financial Management
Massachusetts
$340