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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.82B -$43.4M -131,308 -2%
BlackRock
2
BlackRock
New York
$1.14B -$10.3M -31,257 -0.9%
State Street
3
State Street
Massachusetts
$647M +$2.58M +7,806 +0.4%
Norges Bank
4
Norges Bank
Norway
$630M +$613M +1,857,307 New
AQR Capital Management
5
AQR Capital Management
Connecticut
$565M -$114M -344,946 -17%
VVP
6
Vulcan Value Partners
Alabama
$512M +$30.5M +92,274 +7%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$411M -$8.42M -25,510 -2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$396M +$1.64M +4,978 +0.4%
Barrow, Hanley, Mewhinney & Strauss
9
Barrow, Hanley, Mewhinney & Strauss
Texas
$322M -$16.9M -51,311 -5%
AGA
10
Altrinsic Global Advisors
Connecticut
$294M -$13.5M -40,815 -5%
Invesco
11
Invesco
Georgia
$252M +$23M +69,636 +10%
Boston Partners
12
Boston Partners
Massachusetts
$252M +$4.13M +12,505 +2%
Massachusetts Financial Services
13
Massachusetts Financial Services
Massachusetts
$219M -$2.22M -6,719 -1%
AllianceBernstein
14
AllianceBernstein
Tennessee
$217M +$115M +348,866 +120%
William Blair Investment Management
15
William Blair Investment Management
Illinois
$198M -$22.2M -67,173 -10%
Balyasny Asset Management
16
Balyasny Asset Management
Illinois
$169M +$106M +321,376 +181%
DSC
17
Donald Smith & Co
New York
$148M +$14.6M +44,272 +11%
Victory Capital Management
18
Victory Capital Management
Texas
$146M +$34.4M +104,300 +32%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$146M -$14.4M -43,597 -9%
Morgan Stanley
20
Morgan Stanley
New York
$144M -$4.82M -14,598 -3%
PCH
21
Polar Capital Holdings
United Kingdom
$137M -$2.31M -7,000 -2%
Northern Trust
22
Northern Trust
Illinois
$137M -$3.23M -9,768 -2%
LSV Asset Management
23
LSV Asset Management
Illinois
$131M -$789K -2,390 -0.6%
Fuller & Thaler Asset Management
24
Fuller & Thaler Asset Management
California
$118M +$98.5M +298,391 +623%
Charles Schwab
25
Charles Schwab
California
$117M +$552K +1,670 +0.5%