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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
DSA
51
Davis Selected Advisers
Arizona
$40M +$26M +78,589 +199%
SFM
52
Systematic Financial Management
New Jersey
$39.4M -$66.4K -201 -0.2%
Goldman Sachs
53
Goldman Sachs
New York
$39.2M -$7.83M -23,707 -17%
Swiss National Bank
54
Swiss National Bank
Switzerland
$39M -$2.54M -7,680 -6%
PL
55
Perpetual Ltd
Australia
$38.7M +$1.48M +4,472 +4%
SEI Investments
56
SEI Investments
Pennsylvania
$38.4M -$31.4M -95,171 -46%
Envestnet Asset Management
57
Envestnet Asset Management
Illinois
$36.2M -$15.4M -46,641 -30%
California Public Employees Retirement System
58
California Public Employees Retirement System
California
$36.2M -$8.23M -24,915 -19%
Fidelity Investments
59
Fidelity Investments
Massachusetts
$35.5M -$12M -36,339 -26%
Sumitomo Mitsui Trust Group
60
Sumitomo Mitsui Trust Group
Japan
$32.4M -$2.45M -7,404 -7%
T. Rowe Price Associates
61
T. Rowe Price Associates
Maryland
$32.2M -$2.26M -6,839 -7%
Jane Street
62
Jane Street
New York
$31.9M +$26.2M +79,285 +539%
SDIC
63
South Dakota Investment Council
South Dakota
$31.8M +$89.2K +270 +0.3%
Point72 Asset Management
64
Point72 Asset Management
Connecticut
$31.5M +$30.7M +92,830 New
Korea Investment Corp
65
Korea Investment Corp
South Korea
$30.4M -$1.27M -3,843 -4%
Mitsubishi UFJ Asset Management
66
Mitsubishi UFJ Asset Management
Japan
$29.2M -$35.3K -107 -0.1%
SAM
67
Storebrand Asset Management
Norway
$28.7M -$2.68M -8,105 -9%
RhumbLine Advisers
68
RhumbLine Advisers
Massachusetts
$28M -$745K -2,255 -3%
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
$27.4M -$58.3M -176,475 -69%
HSBC Holdings
70
HSBC Holdings
United Kingdom
$25.3M +$12.2M +36,876 +99%
Artisan Partners
71
Artisan Partners
Wisconsin
$25M +$215K +651 +0.9%
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
$24.6M -$5.24M -15,861 -18%
BA
73
Bridgewater Associates
Connecticut
$24.5M -$13.6M -41,279 -36%
Two Sigma Investments
74
Two Sigma Investments
New York
$24.3M -$3.5M -10,604 -13%
Truist Financial
75
Truist Financial
North Carolina
$24.1M -$9.18M -27,792 -28%