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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
N
451
Numerai
California
$323K -$937K -2,837 -75%
RPCONE
452
Retirement Planning Company of New England
Rhode Island
$321K +$313K +947 New
CL
453
Choreo LLC
Illinois
$317K +$307K +930 New
VSQM
454
V-Square Quantitative Management
Illinois
$316K +$307K +931 New
LNWTC
455
Laird Norton Wetherby Trust Company
Washington
$314K +$305K +924 New
VanEck Associates
456
VanEck Associates
New York
$312K +$58.1K +176 +24%
GAM
457
Groupama Asset Management
France
$311K -$31.4K -95 -9%
ACA
458
Atlas Capital Advisors
Wyoming
$311K +$303K +916 New
WIA
459
World Investment Advisors
California
$311K -$80.9K -245 -21%
QCG
460
Quadrant Capital Group
Ohio
$309K -$92.5K -280 -23%
AWA
461
Arete Wealth Advisors
Illinois
$309K -$26.4K -80 -8%
AG
462
Algert Global
California
$309K +$301K +910 New
VAS
463
Vestmark Advisory Solutions
Massachusetts
$307K -$374K -1,132 -56%
MYIA
464
Mount Yale Investment Advisors
Colorado
$307K -$95.1K -288 -24%
JTF
465
J. Team Financial
Texas
$303K +$4.29K +13 +1%
CFAM
466
Center For Asset Management
Florida
$302K -$483K -1,463 -62%
SIA
467
Sit Investment Associates
Minnesota
$301K
G
468
GenTrust
Florida
$297K +$13.2K +40 +5%
Jones Financial Companies
469
Jones Financial Companies
Missouri
$296K +$96.8K +293 +51%
MYAM
470
Meiji Yasuda Asset Management
Japan
$287K
SOW
471
State of Wyoming
Wyoming
$283K -$256K -776 -48%
AIM
472
Advyzon Investment Management
Illinois
$283K -$991 -3 -0.4%
VT
473
Vise Technologies
New York
$281K +$42.6K +129 +18%
CBA
474
Coastal Bridge Advisors
Connecticut
$281K -$33.7K -102 -11%
SC
475
Syon Capital
California
$281K +$44.9K +136 +20%