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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
Mirae Asset Global Investments
276
Mirae Asset Global Investments
South Korea
$1.72M
KAS
277
Kestra Advisory Services
Texas
$1.71M
HA
278
Harbor Advisors
Florida
$1.7M
RC
279
RBF Capital
California
$1.7M
SAG
280
SageView Advisory Group
California
$1.7M
VPIM
281
Vanguard Personalized Indexing Management
California
$1.69M
EI
282
Ethic Inc
New York
$1.67M
Creative Planning
283
Creative Planning
Kansas
$1.66M
MOACM
284
Mutual of America Capital Management
New York
$1.66M
NRD
285
Nebula Research & Development
New York
$1.65M
1832 Asset Management
286
1832 Asset Management
Ontario, Canada
$1.64M
Mirae Asset Global ETFs Holdings
287
Mirae Asset Global ETFs Holdings
Hong Kong
$1.6M
MC
288
Machina Capital
France
$1.59M
SMDAM
289
Sumitomo Mitsui DS Asset Management
Japan
$1.59M
LBC
290
Lowe Brockenbrough & Co
Virginia
$1.53M
JF
291
Jump Financial
Illinois
$1.51M
RSWM
292
Robertson Stephens Wealth Management
California
$1.47M
First Manhattan
293
First Manhattan
New York
$1.43M
Public Employees Retirement Association of Colorado
294
Public Employees Retirement Association of Colorado
Colorado
$1.39M
Focus Partners Wealth
295
Focus Partners Wealth
Massachusetts
$1.39M
BCI
296
Brinker Capital Investments
Pennsylvania
$1.37M
N
297
Numerai
California
$1.34M
QOP
298
Quinn Opportunity Partners
Virginia
$1.32M
FM
299
Foster & Motley
Ohio
$1.3M
UCI
300
Uncommon Cents Investing
Wisconsin
$1.29M