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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 %
USAA
701
United Services Automobile Association
Texas
-$348K -960 Closed
VAG
702
VisionPoint Advisory Group
Texas
-$348K -957 Closed
EC
703
EntryPoint Capital
New York
-$329K -906 Closed
SRL
704
Scientech Research LLC
New Jersey
-$322K -886 Closed
WI
705
WBI Investments
New Jersey
-$303K -833 Closed
VCM
706
Voleon Capital Management
California
-$296K -815 Closed
TPW
707
Transatlantique Private Wealth
New York
-$283K -778 Closed
S
708
SimplyRich
California
-$274K -755 Closed
OCBCO
709
Oversea-Chinese Banking Corp (OCBC)
Singapore
-$272K -749 Closed
HA
710
HFG Advisors
Ohio
-$245K -675 Closed
BFG
711
Berger Financial Group
Minnesota
-$224K -616 Closed
LA
712
Legacy Advisors
Pennsylvania
-$218K -599 Closed
PCIA
713
Prime Capital Investment Advisors
Kansas
-$217K -598 Closed
PCMC
714
Paragon Capital Management (Colorado)
Colorado
-$214K -589 Closed
PA
715
Profund Advisors
Maryland
-$214K -588 Closed
PAG
716
Private Advisor Group
New Jersey
-$214K -588 Closed
AOWM
717
Alpha Omega Wealth Management
Virginia
-$212K -583 Closed
NW
718
NewEdge Wealth
Pennsylvania
-$210K -578 Closed
AG
719
Ascent Group
Virginia
-$209K -575 Closed
DWM
720
Dynasty Wealth Management
Florida
-$205K -564 Closed
PEAK6
721
PEAK6
Illinois
-$178K -490 Closed
BT
722
Banque Transatlantique
France
-$155K -462 Closed
SC
723
Steph & Co
Wisconsin
-$120K -329 Closed
QL
724
Quarry LP
New York
-$72.3K -199 Closed
PCM
725
Penserra Capital Management
California
-$56K -155 Closed