We are live on ! Find out more
EG icon

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
SIA
351
Strategic Investment Advisors
Michigan
$726K -$1.06M -3,219 -60%
CIA
352
Citadel Investment Advisory
Ohio
$722K
CIP
353
Capital Insight Partners
Arizona
$722K +$11.6K +35 +2%
AAS
354
Ameritas Advisory Services
Nebraska
$718K +$699K +2,117 New
SFA
355
Sequoia Financial Advisors
Ohio
$715K -$89.5K -271 -11%
LSERS
356
Louisiana State Employees Retirement System
Louisiana
$713K -$33K -100 -5%
PNC
357
Point Nemo Capital
Texas
$695K +$677K +2,049 New
DIA
358
Dana Investment Advisors
Wisconsin
$690K -$16.5K -50 -2%
MSRPS
359
Maryland State Retirement & Pension System
Maryland
$682K
DWM
360
Dakota Wealth Management
Florida
$680K -$28.1K -85 -4%
NMERB
361
New Mexico Educational Retirement Board
New Mexico
$679K +$33K +100 +5%
IG
362
ING Group
Netherlands
$658K -$8.59K -26 -1%
JMA
363
J.M. Arbour
Maine
$657K +$639K +1,935 New
CTA
364
Chesley Taft & Associates
Illinois
$653K +$50.2K +152 +9%
HighTower Advisors
365
HighTower Advisors
Illinois
$650K -$31.4K -95 -5%
CGH
366
Crossmark Global Holdings
Texas
$646K -$214K -648 -25%
STA
367
Summit Trail Advisors
New York
$634K -$9.91K -30 -2%
VCA
368
Verdence Capital Advisors
Maryland
$616K -$11.9K -36 -2%
CRC
369
Curi RMB Capital
Illinois
$615K +$598K +1,811 New
Allspring Global Investments
370
Allspring Global Investments
North Carolina
$612K -$57.1K -173 -9%
M&T Bank
371
M&T Bank
New York
$603K -$40K -121 -6%
P
372
&Partners
Tennessee
$600K -$175K -531 -23%
ECM
373
Everence Capital Management
Indiana
$588K
MSE
374
MUFG Securities EMEA
United Kingdom
$584K +$303K +918 +114%
ECA
375
Elevated Capital Advisors
Utah
$583K -$65.4K -198 -10%