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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
LIA
326
LS Investment Advisors
Michigan
$975K
ISL
327
Ingalls & Snyder LLC
New York
$970K
ACM
328
Aster Capital Management
United Arab Emirates
$958K
LA
329
LBP AM
France
$923K
SC
330
SummitTX Capital
Texas
$921K
CGH
331
Crossmark Global Holdings
Texas
$893K
CB
332
Commerce Bank
Missouri
$893K
NB
333
Norinchukin Bank
Japan
$864K
MML Investors Services
334
MML Investors Services
Massachusetts
$843K
SCP
335
Sivia Capital Partners
California
$838K
SFA
336
Sequoia Financial Advisors
Ohio
$832K
C
337
Croban
Ohio
$828K
CFAM
338
Center For Asset Management
Florida
$824K
IIM
339
Ipswich Investment Management
Massachusetts
$823K
P
340
&Partners
Tennessee
$812K
TCM
341
Traynor Capital Management
Pennsylvania
$800K
DWP
342
Daymark Wealth Partners
Ohio
$793K
LA
343
Lifeworks Advisors
Michigan
$792K
AWE
344
Avidian Wealth Enterprises
Texas
$781K
LSERS
345
Louisiana State Employees Retirement System
Louisiana
$771K
SF
346
Synovus Financial
Georgia
$765K
DILIC
347
Dai-ichi Life Insurance Company
Japan
$759K
WBC
348
Westpac Banking Corp
Australia
$757K
OSAM
349
O'Shaughnessy Asset Management
Connecticut
$753K
GIBU
350
Gulf International Bank (UK)
United Kingdom
$749K