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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
AI
401
Atria Investments
North Carolina
$458K +$1.98K +6 +0.4%
TRIA
402
Trail Ridge Investment Advisors
Colorado
$456K +$36K +109 +9%
ATC
403
Argent Trust Co
Tennessee
$454K
NA
404
NewEdge Advisors
Louisiana
$454K -$94.4K -286 -18%
GCA
405
Greenwood Capital Associates
South Carolina
$452K -$36.3K -110 -8%
MGP
406
Metis Global Partners
California
$452K -$33.7K -102 -7%
Cambridge Investment Research Advisors
407
Cambridge Investment Research Advisors
Iowa
$449K -$94.8K -287 -18%
Osaic Holdings
408
Osaic Holdings
Arizona
$448K -$8.47M -25,633 -95%
RP
409
Rowlandmiller & Partners
Georgia
$445K -$1.65K -5 -0.4%
STS
410
SG Trading Solutions
Utah
$443K +$431K +1,305 New
RIL
411
Rothschild Investment LLC
Illinois
$442K -$23.1K -70 -5%
PFG
412
PAX Financial Group
Texas
$441K -$59.8K -181 -12%
BBVA
413
Banco Bilbao Vizcaya Argentaria
Spain
$438K +$20.8K +63 +5%
HNB
414
Huntington National Bank
Ohio
$428K +$24.4K +74 +6%
Nomura Holdings
415
Nomura Holdings
Japan
$426K +$57.1K +173 +16%
VDBMI
416
Van Den Berg Management I
Texas
$421K -$1.35M -4,078 -77%
MIA
417
MeadowBrook Investment Advisors
Michigan
$419K -$9.91K -30 -2%
Fifth Third Bancorp
418
Fifth Third Bancorp
Ohio
$419K +$101K +306 +33%
HW
419
Hancock Whitney
Mississippi
$418K -$48.9K -148 -11%
FFM
420
Forum Financial Management
Illinois
$416K +$330 +1 +0.1%
Baird Financial Group
421
Baird Financial Group
Wisconsin
$416K +$8.92K +27 +2%
Vontobel Holding
422
Vontobel Holding
Switzerland
$400K -$24.8K -75 -6%
Walleye Trading
423
Walleye Trading
New York
$392K +$381K +1,154 New
SAM
424
Securian Asset Management
Minnesota
$391K -$275K -834 -42%
MSA
425
MUFG Securities Americas
New York
$384K