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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
PP
376
Prudential plc
United Kingdom
$583K
UA
377
Unison Advisors
District of Columbia
$577K +$2.97K +9 +0.5%
NIM
378
NEOS Investment Management
Connecticut
$573K
BCWM
379
Bartlett & Co Wealth Management
Ohio
$571K +$11.2K +34 +2%
OIMU
380
Osmosis Investment Management UK
United Kingdom
$566K +$551K +1,669 New
OSAM
381
O'Shaughnessy Asset Management
Connecticut
$564K -$161K -488 -23%
DS
382
DRW Securities
Illinois
$559K +$349K +1,058 +180%
BBA
383
Baader Bank Aktiengesellschaft
Germany
$541K +$527K +1,596 New
BEI
384
Benjamin Edwards Inc
Missouri
$541K +$526K +1,593 New
Assenagon Asset Management
385
Assenagon Asset Management
Luxembourg
$535K +$36K +109 +7%
FFA
386
Farther Finance Advisors
California
$533K +$176K +532 +51%
LWAM
387
Legacy Wealth Asset Management
Minnesota
$531K +$15.2K +46 +3%
TA
388
TFB Advisors
Kansas
$528K -$107K -324 -17%
CG
389
Curat Global
New Hampshire
$527K
ONB
390
Old National Bancorp
Indiana
$526K -$154K -467 -23%
FDCDDQ
391
Federation des caisses Desjardins du Quebec
Quebec, Canada
$524K +$159K +482 +45%
AMIM
392
Aull & Monroe Investment Management
Alabama
$509K
AAIS
393
ABN AMRO Investment Solutions
$509K +$495K +1,500 New
TMAM
394
Tokio Marine Asset Management
Japan
$508K +$55.1K +167 +13%
HC
395
Henshaw Capital
Massachusetts
$498K +$485K +1,468 New
NDSIB
396
North Dakota State Investment Board
North Dakota
$490K +$477K +1,445 New
ISL
397
Ingalls & Snyder LLC
New York
$483K -$445K -1,349 -49%
GCP
398
GSA Capital Partners
United Kingdom
$475K +$462K +1,400 New
Teacher Retirement System of Texas
399
Teacher Retirement System of Texas
Texas
$474K -$1.38M -4,179 -75%
Rockefeller Capital Management
400
Rockefeller Capital Management
New York
$469K -$26.7K -81 -6%