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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
GWM
726
Gitterman Wealth Management
New Jersey
RAM
727
Ramirez Asset Management
New York
WPC
728
Wedmont Private Capital
Pennsylvania
EWA
729
EP Wealth Advisors
California
LAM
730
Lingohr Asset Management
Germany
CFGS
731
Concourse Financial Group Securities
Alabama
TPA
732
Trivium Point Advisory
Connecticut
CFO
733
Callan Family Office
Pennsylvania
GCP
734
GSA Capital Partners
United Kingdom
BOSSRA
735
B.O.S.S. Retirement Advisors
Utah
GM
736
GeoWealth Management
Illinois
CAM
737
Cozad Asset Management
Illinois
FI
738
FWG Investments
Kentucky
AWM
739
Avior Wealth Management
Nebraska
CIAM
740
Caitong International Asset Management
Hong Kong
AIP
741
Arrowpoint Investment Partners
Singapore
Optiver Holding
742
Optiver Holding
Netherlands
FA
743
Fedenia Advisers
Wisconsin
SAM
744
Synergy Asset Management
Washington
PFA
745
Pathway Financial Advisers
Indiana
CJ
746
Caitlin John
Michigan
AP
747
Atwood & Palmer
Missouri
VWM
748
Venturi Wealth Management
Texas
KIM
749
Kestra Investment Management
Texas
VWWMG
750
Vermillion & White Wealth Management Group
Pennsylvania