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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
N
301
Numerai
California
$1.33M
CS
302
Candriam SCA
Luxembourg
$1.31M
ETC
303
Exchange Traded Concepts
Oklahoma
$1.3M
JSSH
304
J. Safra Sarasin Holding
$1.3M
FM
305
Foster & Motley
Ohio
$1.24M
KAS
306
Kestra Advisory Services
Texas
$1.24M
ACP
307
Aviance Capital Partners
Florida
$1.22M
BCI
308
Brinker Capital Investments
Pennsylvania
$1.22M
DM
309
Delphi Management
Massachusetts
$1.21M
HIMCH
310
Hartford Investment Management Co (HIMCO)
Connecticut
$1.21M
PCM
311
Poehling Capital Management
Wisconsin
$1.2M
AF
312
Avanza Fonder
Sweden
$1.19M
DADC
313
D.A. Davidson & Co
Montana
$1.19M
KCM
314
Kempner Capital Management
Texas
$1.17M
DT
315
Diversified Trust
Tennessee
$1.17M
TRSOTSOK
316
Teachers Retirement System of the State of Kentucky
Kentucky
$1.16M
IA
317
Icon Advisers
Colorado
$1.12M
SWM
318
Sculati Wealth Management
Michigan
$1.12M
Neuberger Berman Group
319
Neuberger Berman Group
New York
$1.09M
CL
320
CSS LLC
Illinois
$1.09M
MSU
321
Mizuho Securities USA
New York
$1.04M
CIBC Private Wealth Group
322
CIBC Private Wealth Group
Georgia
$1.04M
HWM
323
HB Wealth Management
Georgia
$993K
CPC
324
Cookson Peirce & Co
Pennsylvania
$979K
LIA
325
LS Investment Advisors
Michigan
$975K