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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
OSAM
351
O'Shaughnessy Asset Management
Connecticut
$753K
GIBU
352
Gulf International Bank (UK)
United Kingdom
$749K
CIA
353
Citadel Investment Advisory
Ohio
$745K
CIP
354
Capital Insight Partners
Arizona
$744K
IAA
355
Independent Advisor Alliance
North Carolina
$738K
CIA
356
Caerus Investment Advisors
Texas
$732K
DWM
357
Dakota Wealth Management
Florida
$731K
DIA
358
Dana Investment Advisors
Wisconsin
$730K
VAS
359
Vestmark Advisory Solutions
Massachusetts
$713K
Allspring Global Investments
360
Allspring Global Investments
North Carolina
$708K
ONB
361
Old National Bancorp
Indiana
$706K
HighTower Advisors
362
HighTower Advisors
Illinois
$705K
MSRPS
363
Maryland State Retirement & Pension System
Maryland
$704K
DFCM
364
Dark Forest Capital Management
Puerto Rico
$704K
SAM
365
Securian Asset Management
Minnesota
$696K
EWA
366
EverSource Wealth Advisors
Alabama
$690K
IG
367
ING Group
Netherlands
$688K
O
368
Ossiam
France
$684K
SAM
369
Shell Asset Management
Netherlands
$678K
ECA
370
Elevated Capital Advisors
Utah
$671K
TA
371
TFB Advisors
Kansas
$670K
LFA
372
Legend Financial Advisors
Pennsylvania
$669K
NMERB
373
New Mexico Educational Retirement Board
New Mexico
$665K
STA
374
Summit Trail Advisors
New York
$665K
M&T Bank
375
M&T Bank
New York
$664K