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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
P
351
&Partners
Tennessee
$773K
DWP
352
Daymark Wealth Partners
Ohio
$769K
C
353
Croban
Ohio
$768K
GIBU
354
Gulf International Bank (UK)
United Kingdom
$762K
AWE
355
Avidian Wealth Enterprises
Texas
$759K
OSAM
356
O'Shaughnessy Asset Management
Connecticut
$755K
LSERS
357
Louisiana State Employees Retirement System
Louisiana
$748K
SF
358
Synovus Financial
Georgia
$745K
SAM
359
Securian Asset Management
Minnesota
$743K
PCA
360
Pallas Capital Advisors
Massachusetts
$740K
RG
361
Renaissance Group
Kentucky
$740K
CIP
362
Capital Insight Partners
Arizona
$728K
AF
363
Avanza Fonder
Sweden
$726K
CIA
364
Citadel Investment Advisory
Ohio
$723K
DWM
365
Dakota Wealth Management
Florida
$716K
DIA
366
Dana Investment Advisors
Wisconsin
$708K
IG
367
ING Group
Netherlands
$699K
Walleye Capital
368
Walleye Capital
New York
$690K
HighTower Advisors
369
HighTower Advisors
Illinois
$684K
M&T Bank
370
M&T Bank
New York
$684K
MSRPS
371
Maryland State Retirement & Pension System
Maryland
$683K
ONB
372
Old National Bancorp
Indiana
$683K
NMERB
373
New Mexico Educational Retirement Board
New Mexico
$680K
CM
374
CM Management
Florida
$680K
SFA
375
Sequoia Financial Advisors
Ohio
$676K