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
Canada Pension Plan Investment Board
176
Canada Pension Plan Investment Board
Ontario, Canada
$5.32M +$1.34M +4,060 +35%
ERSOT
177
Employees Retirement System of Texas
Texas
$5.28M -$4.03M -12,207 -44%
NEI
178
Northwest & Ethical Investments
Ontario, Canada
$5.23M +$104K +315 +2%
QCM
179
Qsemble Capital Management
New York
$5.22M +$4.59M +13,914 +945%
CLGM
180
Capitolis Liquid Global Markets
New York
$5.09M +$4.95M +15,000 New
NAAA
181
New Age Alpha Advisors
New York
$5.02M -$640K -1,938 -12%
Nomura Asset Management
182
Nomura Asset Management
Japan
$4.91M +$34K +103 +0.7%
DC
183
Davenport & Co
Virginia
$4.85M -$1.68M -5,094 -26%
FAF
184
Fjarde Ap-fonden
Sweden
$4.82M +$1.76M +5,320 +60%
Creative Planning
185
Creative Planning
Kansas
$4.79M -$964K -2,918 -17%
State of New Jersey Common Pension Fund D
186
State of New Jersey Common Pension Fund D
New Jersey
$4.44M
Nisa Investment Advisors
187
Nisa Investment Advisors
Missouri
$4.4M +$113K +343 +3%
IWC
188
Integrated Wealth Concepts
Massachusetts
$4.37M -$524K -1,588 -11%
Rafferty Asset Management
189
Rafferty Asset Management
New York
$4.35M -$382K -1,156 -8%
LA
190
LBP AM
France
$4.34M +$3.36M +10,160 +386%
CAPTRUST Financial Advisors
191
CAPTRUST Financial Advisors
North Carolina
$4.3M +$245K +741 +6%
RAM
192
Resona Asset Management
Japan
$4.3M -$188K -570 -4%
GAM
193
Gotham Asset Management
New York
$4.29M +$614K +1,859 +17%
SOMRS
194
State of Michigan Retirement System
Michigan
$4.21M
Verition Fund Management
195
Verition Fund Management
Connecticut
$4.21M +$3.57M +10,809 +676%
LF
196
Lansforsakringar Fondforvaltning
Sweden
$4.19M +$203K +614 +5%
FGP
197
Freestone Grove Partners
California
$4.17M +$4.06M +12,294 New
Wells Fargo
198
Wells Fargo
California
$4.13M -$1.09M -3,295 -21%
Stifel Financial
199
Stifel Financial
Missouri
$4.12M -$1M -3,041 -20%
Wealth Enhancement Advisory Services
200
Wealth Enhancement Advisory Services
Minnesota
$4.08M -$2.87M -8,695 -41%