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Everest Group

662 hedge funds and large institutions have $13.6B invested in Everest Group in 2025 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 262 increasing their positions, 231 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
662
Holders Change
-5
Holders Change %
-0.75%
% of All Funds
8.88%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
81
Increased
262
Reduced
231
Closed
78
Calls
$96.6M
Puts
$67M
Net Calls
+$29.6M
Net Calls Change
+$31.3M
Name Holding Trade Value Shares
Change
Shares
Change %
DSC
26
Donald Smith & Co
New York
$106M +$37.3M +109,848 +55%
NL
27
Nuveen LLC
North Carolina
$93.4M -$35.1M -103,372 -27%
Victory Capital Management
28
Victory Capital Management
Texas
$92.4M -$27.6M -81,229 -23%
Legal & General Group
29
Legal & General Group
United Kingdom
$89.6M +$100K +295 +0.1%
SCM
30
Sterling Capital Management
North Carolina
$88.5M -$6.05M -17,813 -6%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$82.2M -$4.68M -13,771 -5%
EARNEST Partners
32
EARNEST Partners
Georgia
$81.6M +$2.47M +7,281 +3%
Ameriprise
33
Ameriprise
Minnesota
$79.9M -$5.96M -17,528 -7%
UBS Group
34
UBS Group
Switzerland
$75.6M -$8.47M -24,923 -10%
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$73.2M +$485K +1,427 +0.7%
Goldman Sachs
36
Goldman Sachs
New York
$69.1M +$32.8M +96,568 +91%
Renaissance Technologies
37
Renaissance Technologies
New York
$68.4M +$42M +123,600 +159%
Franklin Resources
38
Franklin Resources
California
$68.3M -$313M -921,626 -82%
Deutsche Bank
39
Deutsche Bank
Germany
$67.1M -$572K -1,683 -0.8%
JIC
40
Johnson Investment Counsel
Ohio
$64.5M -$321K -944 -0.5%
SEI Investments
41
SEI Investments
Pennsylvania
$64.1M +$15M +44,124 +31%
Bank of America
42
Bank of America
North Carolina
$63.4M +$1.83M +5,373 +3%
TAM
43
Talaria Asset Management
Australia
$61.3M +$15.1M +44,300 +33%
Amundi
44
Amundi
France
$58.6M -$1.67M -4,997 -3%
Man Group
45
Man Group
United Kingdom
$58M +$9.48M +27,903 +20%
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$57.3M -$1.38M -4,071 -2%
Jacobs Levy Equity Management
47
Jacobs Levy Equity Management
New Jersey
$55.7M +$17.9M +52,802 +48%
Barclays
48
Barclays
United Kingdom
$54.2M +$4.68M +13,771 +9%
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$51.8M -$14.1M -41,404 -21%
GAI
50
General American Investors
New York
$49M