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Everest Group

674 hedge funds and large institutions have $13.5B invested in Everest Group in 2025 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 235 increasing their positions, 251 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:

more funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

6% less repeat investments, than reductions

Existing positions increased: 235 | Existing positions reduced: 251

2.33% less ownership

Funds ownership: 93.98%91.66% (-2.3%)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

Holders
674
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 -$92.2M
2 -$73.7M
3 -$55.3M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$53.8M
5
BlackRock
BlackRock
New York
-$34.6M
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
KBC Group
329
KBC Group
Belgium
$962K
ACM
330
Aster Capital Management
United Arab Emirates
$958K
LA
331
LBP AM
France
$923K
SC
332
SummitTX Capital
Texas
$921K
CGH
333
Crossmark Global Holdings
Texas
$893K
CB
334
Commerce Bank
Missouri
$893K
NB
335
Norinchukin Bank
Japan
$864K
MML Investors Services
336
MML Investors Services
Massachusetts
$843K
SCP
337
Sivia Capital Partners
California
$838K
SFA
338
Sequoia Financial Advisors
Ohio
$832K
C
339
Croban
Ohio
$828K
CFAM
340
Center For Asset Management
Florida
$824K
IIM
341
Ipswich Investment Management
Massachusetts
$823K
P
342
&Partners
Tennessee
$812K
TCM
343
Traynor Capital Management
Pennsylvania
$800K
DWP
344
Daymark Wealth Partners
Ohio
$793K
LA
345
Lifeworks Advisors
Michigan
$792K
AWE
346
Avidian Wealth Enterprises
Texas
$781K
LSERS
347
Louisiana State Employees Retirement System
Louisiana
$771K
SF
348
Synovus Financial
Georgia
$765K
DILIC
349
Dai-ichi Life Insurance Company
Japan
$759K
WBC
350
Westpac Banking Corp
Australia
$757K