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Everest Group

662 hedge funds and large institutions have $13.4B invested in Everest Group in 2025 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 229 increasing their positions, 248 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

8% less repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 248

2.27% less ownership

Funds ownership: 93.9%91.62% (-2.3%)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

Holders
662
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$112M
Puts
$36M
Net Calls
Net Calls Change

Top Sellers

1 -$95.6M
2 -$76.5M
3 -$57.3M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$55.8M
5
BlackRock
BlackRock
New York
-$35.9M
Name Holding Trade Value Shares
Change
Change in
Stake
IFU
251
iSAM Funds (UK)
United Kingdom
$2.17M
EI
252
Ethic Inc
New York
$2.15M
NYLIM
253
New York Life Investment Management
New York
$2.14M
BCIM
254
British Columbia Investment Management
British Columbia, Canada
$2.14M
CIBC Asset Management
255
CIBC Asset Management
Ontario, Canada
$2.09M
Cetera Investment Advisers
256
Cetera Investment Advisers
Illinois
$2.08M
PCA
257
Pallas Capital Advisors
Massachusetts
$2.06M
Mirae Asset Global Investments
258
Mirae Asset Global Investments
South Korea
$2.06M
CBU
259
CIBC Bancorp USA
Illinois
$2.03M
Los Angeles Capital Management
260
Los Angeles Capital Management
California
$1.99M
MFG
261
Merit Financial Group
Georgia
$1.99M
YIH
262
Y-Intercept (HK)
Hong Kong
$1.97M
FPAS
263
Focus Partners Advisor Solutions
Missouri
$1.97M
PCM
264
Palouse Capital Management
Washington
$1.97M
Teacher Retirement System of Texas
265
Teacher Retirement System of Texas
Texas
$1.95M
NAM
266
Nissay Asset Management
Japan
$1.92M
SIA
267
Strategic Investment Advisors
Michigan
$1.88M
VDBMI
268
Van Den Berg Management I
Texas
$1.86M
Tudor Investment Corp
269
Tudor Investment Corp
Connecticut
$1.85M
TCOT
270
Trust Company of Toledo
Ohio
$1.8M
YCM
271
Yousif Capital Management
Michigan
$1.78M
NAM
272
NorthCrest Asset Manangement
Minnesota
$1.78M
HA
273
Harbor Advisors
Florida
$1.75M
RC
274
RBF Capital
California
$1.75M
VPIM
275
Vanguard Personalized Indexing Management
California
$1.74M