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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
GIA
301
Gateway Investment Advisers
Ohio
$1.2M +$1.16M +3,525 New
DADC
302
D.A. Davidson & Co
Montana
$1.17M +$14.5K +44 +1%
HIMCH
303
Hartford Investment Management Co (HIMCO)
Connecticut
$1.17M
BCI
304
Brinker Capital Investments
Pennsylvania
$1.15M -$24.8K -75 -2%
TRSOTSOK
305
Teachers Retirement System of the State of Kentucky
Kentucky
$1.12M
ET
306
Entropy Technologies
New York
$1.11M +$1.08M +3,281 New
IPW
307
Impact Partnership Wealth
Georgia
$1.1M +$1.07M +3,229 New
NAMI
308
Nomura Asset Management International
Pennsylvania
$1.09M +$1.06M +3,200 New
IA
309
Icon Advisers
Colorado
$1.09M
VPIM
310
Vanguard Personalized Indexing Management
California
$1.08M -$589K -1,783 -36%
SAM
311
Sompo Asset Management
Japan
$1.08M +$1.05M +3,177 New
PCA
312
Pallas Capital Advisors
Massachusetts
$1.08M -$894K -2,708 -46%
FM
313
Foster & Motley
Ohio
$1.04M -$159K -480 -14%
Ensign Peak Advisors
314
Ensign Peak Advisors
Utah
$1.02M -$1.37M -4,137 -58%
AC
315
Allstate Corporation
Illinois
$1.02M +$568K +1,721 +134%
SWM
316
Sculati Wealth Management
Michigan
$1.01M -$66.4K -201 -6%
Credit Agricole
317
Credit Agricole
France
$1.01M -$382K -1,158 -28%
FAMI
318
Fideuram Asset Management (Ireland)
$1M +$1.01M +3,064 New
KCM
319
Kempner Capital Management
Texas
$999K -$102K -309 -9%
Schroder Investment Management Group
320
Schroder Investment Management Group
United Kingdom
$979K -$4.63M -14,010 -83%
MSU
321
Mizuho Securities USA
New York
$961K +$660 +2 +0.1%
JSSH
322
J. Safra Sarasin Holding
$933K -$319K -966 -26%
LIA
323
LS Investment Advisors
Michigan
$922K -$21.5K -65 -2%
Connor, Clark & Lunn Investment Management (CC&L)
324
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$905K +$881K +2,668 New
IAA
325
Independent Advisor Alliance
North Carolina
$904K +$184K +557 +26%