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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
UBS AM
26
UBS AM
Illinois
$106M +$142K +431 +0.1%
AssetMark Inc
27
AssetMark Inc
California
$95.1M -$47.2M -143,062 -34%
Legal & General Group
28
Legal & General Group
United Kingdom
$90.7M -$5.22M -15,804 -6%
EARNEST Partners
29
EARNEST Partners
Georgia
$89.4M +$8.36M +25,314 +11%
CCM
30
Causeway Capital Management
California
$81M +$20.8M +62,872 +36%
TAM
31
Talaria Asset Management
Australia
$76.2M +$13.5M +41,000 +22%
Jacobs Levy Equity Management
32
Jacobs Levy Equity Management
New Jersey
$75.5M +$20M +60,484 +37%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$73.7M -$5.57M -16,856 -7%
Bank of America
34
Bank of America
North Carolina
$73.5M +$1.21M +3,656 +2%
N
35
Nuveen
North Carolina
$72.3M +$8.34M +25,262 +13%
UBS Group
36
UBS Group
Switzerland
$68M -$5.79M -17,537 -8%
A
37
AustralianSuper
Australia
$65.3M +$20.6M +62,369 +48%
Deutsche Bank
38
Deutsche Bank
Germany
$56M -$13.6M -41,251 -20%
Skandinaviska Enskilda Banken (SEB)
39
Skandinaviska Enskilda Banken (SEB)
Sweden
$54.8M +$14.3M +43,434 +37%
Barclays
40
Barclays
United Kingdom
$51.5M -$2.78M -8,403 -5%
Citadel Advisors
41
Citadel Advisors
Florida
$51M +$41.9M +126,807 +541%
Franklin Resources
42
Franklin Resources
California
$50.8M -$17.1M -51,635 -26%
Millennium Management
43
Millennium Management
New York
$50.2M +$30.6M +92,558 +167%
Janus Henderson Group
44
Janus Henderson Group
United Kingdom
$49.7M +$2.38M +7,210 +5%
SCM
45
Sterling Capital Management
North Carolina
$48.6M -$31.3M -94,856 -40%
BNP Paribas Financial Markets
46
BNP Paribas Financial Markets
France
$45M +$10.7M +32,260 +32%
Voloridge Investment Management
47
Voloridge Investment Management
Florida
$45M +$15.8M +47,768 +56%
GAI
48
General American Investors
New York
$43.8M -$4.98M -15,090 -10%
Amundi
49
Amundi
France
$43.2M -$15.2M -45,948 -27%
DRZID
50
DePrince Race & Zollo Inc (DRZ)
Florida
$41.3M +$9.68M +29,299 +32%