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Everest Group

668 hedge funds and large institutions have $13.5B invested in Everest Group in 2025 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 234 increasing their positions, 250 reducing their positions, and 82 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: $ → $

6% less repeat investments, than reductions

Existing positions increased: 234 | Existing positions reduced: 250

2.34% less ownership

Funds ownership: 94%91.66% (-2.3%)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

Holders
668
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
CPC
326
Cookson Peirce & Co
Pennsylvania
$979K
LIA
327
LS Investment Advisors
Michigan
$975K
ISL
328
Ingalls & Snyder LLC
New York
$970K
ACM
329
Aster Capital Management
United Arab Emirates
$958K
LA
330
LBP AM
France
$923K
SC
331
SummitTX Capital
Texas
$921K
CGH
332
Crossmark Global Holdings
Texas
$893K
CB
333
Commerce Bank
Missouri
$893K
NB
334
Norinchukin Bank
Japan
$864K
MML Investors Services
335
MML Investors Services
Massachusetts
$843K
SCP
336
Sivia Capital Partners
California
$838K
SFA
337
Sequoia Financial Advisors
Ohio
$832K
C
338
Croban
Ohio
$828K
CFAM
339
Center For Asset Management
Florida
$824K
IIM
340
Ipswich Investment Management
Massachusetts
$823K
P
341
&Partners
Tennessee
$812K
TCM
342
Traynor Capital Management
Pennsylvania
$800K
DWP
343
Daymark Wealth Partners
Ohio
$793K
LA
344
Lifeworks Advisors
Michigan
$792K
AWE
345
Avidian Wealth Enterprises
Texas
$781K
LSERS
346
Louisiana State Employees Retirement System
Louisiana
$771K
SF
347
Synovus Financial
Georgia
$765K
DILIC
348
Dai-ichi Life Insurance Company
Japan
$759K
WBC
349
Westpac Banking Corp
Australia
$757K
OSAM
350
O'Shaughnessy Asset Management
Connecticut
$753K