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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
NB
326
Norinchukin Bank
Japan
$894K +$55.1K +167 +7%
PFPG
327
Pinnacle Financial Partners (Georgia)
Georgia
$881K +$857K +2,595 New
TRCT
328
Tower Research Capital (TRC)
New York
$874K +$687K +2,079 +419%
CB
329
Commerce Bank
Missouri
$870K +$4.29K +13 +0.5%
CPC
330
Cookson Peirce & Co
Pennsylvania
$853K -$92.5K -280 -10%
OC
331
Oppenheimer & Co
New York
$826K -$3.82M -11,559 -83%
HWM
332
HB Wealth Management
Georgia
$814K -$143K -434 -15%
CIBC Private Wealth Group
333
CIBC Private Wealth Group
Georgia
$809K -$191K -578 -20%
KF
334
Krilogy Financial
Missouri
$808K -$680K -2,058 -45%
LA
335
Lifeworks Advisors
Michigan
$806K +$37.3K +113 +5%
DWP
336
Daymark Wealth Partners
Ohio
$796K +$27.4K +83 +4%
Neuberger Berman Group
337
Neuberger Berman Group
New York
$787K -$264K -799 -26%
MML Investors Services
338
MML Investors Services
Massachusetts
$786K -$30.1K -91 -4%
SC
339
SummitTX Capital
Texas
$771K -$119K -360 -14%
IIM
340
Ipswich Investment Management
Massachusetts
$764K -$33K -100 -4%
C
341
Croban
Ohio
$762K -$39.3K -119 -5%
AWE
342
Avidian Wealth Enterprises
Texas
$756K
TCM
343
Traynor Capital Management
Pennsylvania
$752K -$22.1K -67 -3%
PCM
344
Polymer Capital Management
New York
$740K +$721K +2,182 New
DILIC
345
Dai-ichi Life Insurance Company
Japan
$735K
WBC
346
Westpac Banking Corp
Australia
$733K
AIM
347
Aigen Investment Management
New York
$731K +$711K +2,153 New
SA
348
Sanctuary Advisors
Indiana
$730K -$258K -782 -27%
FRM
349
Fox Run Management
Connecticut
$727K +$347K +1,052 +97%
GIBU
350
Gulf International Bank (UK)
United Kingdom
$726K