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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
ISL
326
Ingalls & Snyder LLC
New York
$970K
ACM
327
Aster Capital Management
United Arab Emirates
$958K
LA
328
LBP AM
France
$923K
SC
329
SummitTX Capital
Texas
$921K
CGH
330
Crossmark Global Holdings
Texas
$893K
CB
331
Commerce Bank
Missouri
$893K
NB
332
Norinchukin Bank
Japan
$864K
MML Investors Services
333
MML Investors Services
Massachusetts
$843K
SCP
334
Sivia Capital Partners
California
$838K
SFA
335
Sequoia Financial Advisors
Ohio
$832K
C
336
Croban
Ohio
$828K
CFAM
337
Center For Asset Management
Florida
$824K
IIM
338
Ipswich Investment Management
Massachusetts
$823K
P
339
&Partners
Tennessee
$812K
TCM
340
Traynor Capital Management
Pennsylvania
$800K
DWP
341
Daymark Wealth Partners
Ohio
$793K
LA
342
Lifeworks Advisors
Michigan
$792K
AWE
343
Avidian Wealth Enterprises
Texas
$781K
LSERS
344
Louisiana State Employees Retirement System
Louisiana
$771K
SF
345
Synovus Financial
Georgia
$765K
DILIC
346
Dai-ichi Life Insurance Company
Japan
$759K
WBC
347
Westpac Banking Corp
Australia
$757K
OSAM
348
O'Shaughnessy Asset Management
Connecticut
$753K
GIBU
349
Gulf International Bank (UK)
United Kingdom
$749K
CIA
350
Citadel Investment Advisory
Ohio
$745K