EG icon

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
MML Investors Services
376
MML Investors Services
Massachusetts
$670K
QCM
377
Qsemble Capital Management
New York
$664K
Cambridge Investment Research Advisors
378
Cambridge Investment Research Advisors
Iowa
$661K
HI
379
Horizon Investments
North Carolina
$653K
BC
380
Bayforest Capital
United Kingdom
$647K
LFA
381
Legend Financial Advisors
Pennsylvania
$644K
LG
382
Leuthold Group
Minnesota
$640K
VCA
383
Verdence Capital Advisors
Maryland
$628K
HBCM
384
Heron Bay Capital Management
Michigan
$622K
Allspring Global Investments
385
Allspring Global Investments
North Carolina
$618K
HWM
386
HB Wealth Management
Georgia
$618K
FPAS
387
Focus Partners Advisor Solutions
Missouri
$610K
CTA
388
Chesley Taft & Associates
Illinois
$602K
PFG
389
PAX Financial Group
Texas
$593K
TI
390
Tidal Investments
Wisconsin
$590K
EAM
391
Erste Asset Management
Austria
$585K
PP
392
Prudential plc
United Kingdom
$584K
Walleye Trading
393
Walleye Trading
New York
$577K
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
394
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$576K
WBC
395
Westpac Banking Corp
Australia
$576K
UA
396
Unison Advisors
District of Columbia
$572K
HW
397
Hancock Whitney
Mississippi
$571K
PAS
398
Park Avenue Securities
New York
$565K
BCWM
399
Bartlett & Co Wealth Management
Ohio
$560K
I
400
InceptionR
California
$542K