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Everest Group

666 hedge funds and large institutions have $13.6B invested in Everest Group in 2025 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 262 increasing their positions, 232 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more ownership

Funds ownership:

4% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 79

0% less funds holding

Funds holding: 668666 (-2)

4% less capital invested

Capital invested by funds: $14.2B → $13.6B (-$591M)

Holders
666
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$96.6M
Puts
$67M
Net Calls
Net Calls Change

Top Buyers

1 +$158M
2 +$86.4M
3 +$42M
4
DSC
Donald Smith & Co
New York
+$37.3M
5
Goldman Sachs
Goldman Sachs
New York
+$32.8M

Top Sellers

1 -$313M
2 -$94M
3 -$63.7M
4
BlackRock
BlackRock
New York
-$49.1M
5
Invesco
Invesco
Georgia
-$45.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Daiwa Securities Group
251
Daiwa Securities Group
Japan
$2.31M
WorldQuant Millennium Advisors
252
WorldQuant Millennium Advisors
New York
$2.28M
BCIM
253
British Columbia Investment Management
British Columbia, Canada
$2.28M
SOADOR
254
State of Alaska Department of Revenue
Alaska
$2.27M
NVIM
255
New Vernon Investment Management
Illinois
$2.23M
Teacher Retirement System of Texas
256
Teacher Retirement System of Texas
Texas
$2.2M
KCM
257
Kempner Capital Management
Texas
$2.2M
NYLIM
258
New York Life Investment Management
New York
$2.19M
UIM
259
USS Investment Management
United Kingdom
$2.12M
UM
260
UniSuper Management
Australia
$2.12M
Holocene Advisors
261
Holocene Advisors
New York
$2.09M
Northwestern Mutual Wealth Management
262
Northwestern Mutual Wealth Management
Wisconsin
$2.08M
PAM
263
Panagora Asset Management
Massachusetts
$2.06M
CIBC Asset Management
264
CIBC Asset Management
Ontario, Canada
$2.03M
VDBMI
265
Van Den Berg Management I
Texas
$1.96M
CAPTRUST Financial Advisors
266
CAPTRUST Financial Advisors
North Carolina
$1.96M
PNC Financial Services Group
267
PNC Financial Services Group
Pennsylvania
$1.95M
Thrivent Financial for Lutherans
268
Thrivent Financial for Lutherans
Minnesota
$1.88M
SIA
269
Strategic Investment Advisors
Michigan
$1.86M
NAM
270
Nissay Asset Management
Japan
$1.86M
YCM
271
Yousif Capital Management
Michigan
$1.82M
CWM
272
CIBC World Markets
New York
$1.82M
CC
273
Centiva Capital
New York
$1.82M
TCOT
274
Trust Company of Toledo
Ohio
$1.75M
OAM
275
Ostrum Asset Management
France
$1.72M