We are live on ! Find out more
EG icon

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
QFW
726
QTR Family Wealth
Florida
-$326K -931 Closed
BCP
727
Blackhawk Capital Partners
Wisconsin
-$316K -902 Closed
PEAK6
728
PEAK6
Illinois
-$313K -895 Closed
GT
729
Greenleaf Trust
Michigan
-$290K -827 Closed
AG
730
Ascent Group
Virginia
-$287K -820 Closed
HAS
731
Horizon Advisory Services
New York
-$286K -818 Closed
SFS
732
Sowell Financial Services
Arkansas
-$284K -810 Closed
FRA
733
Frank Rimerman Advisors
California
-$275K -785 Closed
EAM
734
Erste Asset Management
Austria
-$264K -765 Closed
RG
735
Renaissance Group
Kentucky
-$255K -729 Closed
RA
736
Riversedge Advisors
Delaware
-$237K -677 Closed
AA
737
Armis Advisers
Georgia
-$205K -655 Closed
SC
738
Scotia Capital
Ontario, Canada
-$216K -618 Closed
CAMG
739
CWA Asset Management Group
Florida
-$214K -612 Closed
AFGAS
740
Allegiance Financial Group Advisory Services
Virginia
-$205K -584 Closed
MG
741
Mather Group
Illinois
-$162K -464 Closed
GC
742
Globeflex Capital
California
-$141K -402 Closed
CI Investments Inc
743
CI Investments Inc
Ontario, Canada
-$125K -356 Closed
PWAM
744
Private Wealth Asset Management
Iowa
-$41K -117 Closed
GWSG
745
GPS Wealth Strategies Group
Colorado
-$32.2K -92 Closed
PS
746
Principal Securities
Iowa
-$29.8K -85 Closed
W
747
WealthCollab
Washington
-$19.3K -55 Closed
AUB
748
Atlantic Union Bankshares
Virginia
-$15.8K -45 Closed
CIAM
749
Caitong International Asset Management
Hong Kong
-$12.6K -36 Closed
RA
750
Rise Advisors
New York
-$9.46K -27 Closed