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Everest Group

666 hedge funds and large institutions have $13.5B invested in Everest Group in 2025 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 232 increasing their positions, 249 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: $ → $

7% less repeat investments, than reductions

Existing positions increased: 232 | Existing positions reduced: 249

2.26% less ownership

Funds ownership: 93.91%91.64% (-2.3%)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

Holders
666
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
Nordea Investment Management
301
Nordea Investment Management
Sweden
$1.35M
N
302
Numerai
California
$1.33M
CS
303
Candriam SCA
Luxembourg
$1.31M
ETC
304
Exchange Traded Concepts
Oklahoma
$1.3M
JSSH
305
J. Safra Sarasin Holding
$1.3M
FM
306
Foster & Motley
Ohio
$1.24M
KAS
307
Kestra Advisory Services
Texas
$1.24M
ACP
308
Aviance Capital Partners
Florida
$1.22M
BCI
309
Brinker Capital Investments
Pennsylvania
$1.22M
DM
310
Delphi Management
Massachusetts
$1.21M
HIMCH
311
Hartford Investment Management Co (HIMCO)
Connecticut
$1.21M
PCM
312
Poehling Capital Management
Wisconsin
$1.2M
AF
313
Avanza Fonder
Sweden
$1.19M
DADC
314
D.A. Davidson & Co
Montana
$1.19M
KCM
315
Kempner Capital Management
Texas
$1.17M
DT
316
Diversified Trust
Tennessee
$1.17M
TRSOTSOK
317
Teachers Retirement System of the State of Kentucky
Kentucky
$1.16M
IA
318
Icon Advisers
Colorado
$1.12M
SWM
319
Sculati Wealth Management
Michigan
$1.12M
Neuberger Berman Group
320
Neuberger Berman Group
New York
$1.09M
CL
321
CSS LLC
Illinois
$1.09M
MSU
322
Mizuho Securities USA
New York
$1.04M
CIBC Private Wealth Group
323
CIBC Private Wealth Group
Georgia
$1.04M
HWM
324
HB Wealth Management
Georgia
$993K
CPC
325
Cookson Peirce & Co
Pennsylvania
$979K