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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
CIP
351
Capital Insight Partners
Arizona
$744K
IAA
352
Independent Advisor Alliance
North Carolina
$738K
CIA
353
Caerus Investment Advisors
Texas
$732K
DWM
354
Dakota Wealth Management
Florida
$731K
DIA
355
Dana Investment Advisors
Wisconsin
$730K
VAS
356
Vestmark Advisory Solutions
Massachusetts
$713K
Allspring Global Investments
357
Allspring Global Investments
North Carolina
$708K
ONB
358
Old National Bancorp
Indiana
$706K
HighTower Advisors
359
HighTower Advisors
Illinois
$705K
MSRPS
360
Maryland State Retirement & Pension System
Maryland
$704K
DFCM
361
Dark Forest Capital Management
Puerto Rico
$704K
SAM
362
Securian Asset Management
Minnesota
$696K
EWA
363
EverSource Wealth Advisors
Alabama
$690K
IG
364
ING Group
Netherlands
$688K
O
365
Ossiam
France
$684K
SAM
366
Shell Asset Management
Netherlands
$678K
ECA
367
Elevated Capital Advisors
Utah
$671K
TA
368
TFB Advisors
Kansas
$670K
LFA
369
Legend Financial Advisors
Pennsylvania
$669K
STA
370
Summit Trail Advisors
New York
$665K
M&T Bank
371
M&T Bank
New York
$664K
LG
372
Leuthold Group
Minnesota
$659K
TCA
373
Transcend Capital Advisors
New Jersey
$657K
VCA
374
Verdence Capital Advisors
Maryland
$636K
AIM
375
AXA Investment Managers
France
$622K