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
Man Group
151
Man Group
United Kingdom
$8.16M +$5.59M +16,932 +238%
Mitsubishi UFJ Trust & Banking
152
Mitsubishi UFJ Trust & Banking
Japan
$8.15M +$431K +1,305 +6%
SFI
153
Susquehanna Fundamental Investments
Pennsylvania
$7.97M +$7.75M +23,475 New
National Bank of Canada
154
National Bank of Canada
Quebec, Canada
$7.88M -$981K -2,971 -11%
DZ Bank
155
DZ Bank
Germany
$7.31M -$182K -552 -2%
Chevy Chase Trust
156
Chevy Chase Trust
Maryland
$7.22M -$41K -124 -0.6%
CHAM
157
Clear Harbor Asset Management
Connecticut
$7.21M +$1.09M +3,297 +18%
Daiwa Securities Group
158
Daiwa Securities Group
Japan
$7.01M +$449K +1,359 +7%
JIC
159
Johnson Investment Counsel
Ohio
$6.72M -$46.7M -141,378 -88%
EP
160
Edgestream Partners
New Jersey
$6.62M -$2.22M -6,708 -26%
Pictet Asset Management
161
Pictet Asset Management
Switzerland
$6.58M -$3.92M -11,867 -38%
LPL Financial
162
LPL Financial
California
$6.52M -$304K -922 -5%
APG Asset Management
163
APG Asset Management
Netherlands
$6.17M -$845K -2,560 -11%
Janney Montgomery Scott
164
Janney Montgomery Scott
Pennsylvania
$6.15M -$129K -392 -2%
PFSRSONJ
165
Police & Firemen's Retirement System of New Jersey
New Jersey
$5.99M -$339K -1,026 -5%
Asset Management One
166
Asset Management One
Japan
$5.95M +$22.1K +67 +0.4%
Treasurer of the State of North Carolina
167
Treasurer of the State of North Carolina
North Carolina
$5.9M -$496K -1,502 -8%
CA
168
Continuum Advisory
Idaho
$5.66M +$635K +1,923 +13%
State of Tennessee, Department of Treasury
169
State of Tennessee, Department of Treasury
Tennessee
$5.57M +$1.21M +3,659 +28%
Ohio Public Employees Retirement System (OPERS)
170
Ohio Public Employees Retirement System (OPERS)
Ohio
$5.51M -$320K -969 -6%
Mercer Global Advisors
171
Mercer Global Advisors
Colorado
$5.49M -$1.7M -5,144 -24%
MSV
172
MN Services Vermogensbeheer
Netherlands
$5.47M +$110K +332 +2%
VI
173
Vestcor Inc
New Brunswick, Canada
$5.47M
Federated Hermes
174
Federated Hermes
Pennsylvania
$5.39M +$67.4K +204 +1%
Commonwealth Equity Services
175
Commonwealth Equity Services
Massachusetts
$5.34M -$45.6K -138 -0.9%