We are live on ! Find out more
EG icon

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
1832 Asset Management
701
1832 Asset Management
Ontario, Canada
-$1.53M -4,370 Closed
SGA
702
Strategic Global Advisors
California
-$1.47M -4,210 Closed
SC
703
Shay Capital
New York
-$1.4M -4,000 Closed
QOP
704
Quinn Opportunity Partners
Virginia
-$1.36M -3,872 Closed
AF
705
Avanza Fonder
Sweden
-$1.19M -3,408 Closed
DFCM
706
Dark Forest Capital Management
Puerto Rico
-$704K -2,010 Closed
LFA
707
Legend Financial Advisors
Pennsylvania
-$669K -1,910 Closed
LG
708
Leuthold Group
Minnesota
-$659K -1,883 Closed
BFWM
709
Bright Futures Wealth Management
New York
-$589K -1,681 Closed
WA
710
Waddell & Associates
Tennessee
-$586K -1,673 Closed
SB
711
SIG Brokerage
New York
-$553K -1,580 Closed
VF
712
Virtu Financial
New York
-$543K -1,551 Closed
PAS
713
Park Avenue Securities
New York
-$507K -1,448 Closed
ASN
714
Advisory Services Network
Georgia
-$507K -1,447 Closed
Capstone Investment Advisors
715
Capstone Investment Advisors
New York
-$503K -1,435 Closed
NP
716
NorthRock Partners
Minnesota
-$500K -1,427 Closed
AI
717
AdvisorShares Investments
Maryland
-$484K -1,383 Closed
NWMG
718
National Wealth Management Group
Ohio
-$439K -1,253 Closed
CBUSF
719
Construction & Building Unions Superannuation Fund
Australia
-$420K -1,200 Closed
RCM
720
Requisite Capital Management
Texas
-$420K -1,199 Closed
TE
721
Tema ETFs
New York
-$382K -1,090 Closed
SAI
722
Savvy Advisors Inc
New York
-$366K -1,045 Closed
QIM
723
Quantitative Investment Management
Virginia
-$362K -1,035 Closed
CFM
724
Catalyst Funds Management
Australia
-$350K -1,000 Closed
JSW
725
Journey Strategic Wealth
New Jersey
-$326K -931 Closed