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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
PWA
676
Principia Wealth Advisory
Texas
$339 -$660 -2 -67%
M
677
MOTCO
Texas
$339
WA
678
WestEnd Advisors
North Carolina
$339
APW
679
Aventura Private Wealth
Florida
$339 +$330 +1 New
CA
680
CoreCap Advisors
Michigan
$339 +$330 +1 New
PB
681
Prosperity Bancshares
Texas
$339 +$330 +1 New
TC
682
Truvestments Capital
Florida
$339 +$330 +1 New
AIM
683
Anchor Investment Management
South Carolina
$130
YDMI
684
Y.D. More Investments
Israel
$32 -$1.32K -4 -12%
CIP
685
Champlain Investment Partners
Vermont
-$135M -384,141 Closed
Zurich Cantonal Bank
686
Zurich Cantonal Bank
Switzerland
-$20.4M -61,874 Closed
PP
687
Prospector Partners
Connecticut
-$20.9M -59,814 Closed
Capital Fund Management (CFM)
688
Capital Fund Management (CFM)
France
-$12.8M -36,415 Closed
VF
689
Vest Financial
Virginia
-$11.5M -32,965 Closed
ClearBridge Investments
690
ClearBridge Investments
New York
-$10.3M -29,395 Closed
SWGC
691
Summit Wealth Group (Colorado)
Colorado
-$7.04M -15,074 Closed
WCM
692
Wedge Capital Management
North Carolina
-$3.85M -10,994 Closed
MPM
693
Meritage Portfolio Management
Kansas
-$3.79M -10,832 Closed
IP
694
Interval Partners
New York
-$2.94M -8,387 Closed
BJL
695
Brighton Jones LLC
Washington
-$2.32M -6,635 Closed
IFU
696
iSAM Funds (UK)
United Kingdom
-$2.17M -6,204 Closed
NYLIM
697
New York Life Investment Management
New York
-$2.14M -6,119 Closed
YIH
698
Y-Intercept (HK)
Hong Kong
-$1.97M -5,633 Closed
WorldQuant Millennium Advisors
699
WorldQuant Millennium Advisors
New York
-$1.71M -4,885 Closed
JF
700
Jump Financial
Illinois
-$1.65M -4,699 Closed