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Everest Group

666 hedge funds and large institutions have $13.6B invested in Everest Group in 2025 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 262 increasing their positions, 232 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more ownership

Funds ownership:

4% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 79

0% less funds holding

Funds holding: 668666 (-2)

4% less capital invested

Capital invested by funds: $14.2B → $13.6B (-$591M)

Holders
666
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$96.6M
Puts
$67M
Net Calls
Net Calls Change

Top Buyers

1 +$158M
2 +$86.4M
3 +$42M
4
DSC
Donald Smith & Co
New York
+$37.3M
5
Goldman Sachs
Goldman Sachs
New York
+$32.8M

Top Sellers

1 -$313M
2 -$94M
3 -$63.7M
4
BlackRock
BlackRock
New York
-$49.1M
5
Invesco
Invesco
Georgia
-$45.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Fuller & Thaler Asset Management
101
Fuller & Thaler Asset Management
California
$16.4M
Citigroup
102
Citigroup
New York
$16.2M
GWI
103
Grace & White Inc
New York
$16.1M
ET
104
Equitable Trust
Tennessee
$15.6M
Pathstone Holdings
105
Pathstone Holdings
New Jersey
$15.6M
New York State Common Retirement Fund
106
New York State Common Retirement Fund
New York
$15.2M
EP
107
Edgestream Partners
New Jersey
$14.7M
Canada Life
108
Canada Life
Manitoba, Canada
$14.6M
TAIM
109
Te Ahumairangi Investment Management
New Zealand
$14.1M
New York State Teachers Retirement System (NYSTRS)
110
New York State Teachers Retirement System (NYSTRS)
New York
$13.9M
National Bank of Canada
111
National Bank of Canada
Quebec, Canada
$13.8M
CCP
112
Clough Capital Partners
Massachusetts
$13.5M
DSA
113
Davis Selected Advisers
Arizona
$13.4M
FCM
114
Frontier Capital Management
Massachusetts
$13.3M
IIM
115
INTECH Investment Management
Florida
$13.1M
PCM
116
Prana Capital Management
Connecticut
$12.8M
Universal-Beteiligungs- und Servicegesellschaft
117
Universal-Beteiligungs- und Servicegesellschaft
Germany
$12.8M
Swedbank
118
Swedbank
Sweden
$12.6M
HSBC Holdings
119
HSBC Holdings
United Kingdom
$12.5M
EGM
120
Engineers Gate Manager
New York
$12.1M
Royal London Asset Management
121
Royal London Asset Management
United Kingdom
$11.9M
DekaBank Deutsche Girozentrale
122
DekaBank Deutsche Girozentrale
Germany
$11.5M
LI
123
LMCG Investments
Massachusetts
$10.9M
Aviva
124
Aviva
United Kingdom
$10.8M
State Board of Administration of Florida Retirement System
125
State Board of Administration of Florida Retirement System
Florida
$10.6M