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Everest Group

668 hedge funds and large institutions have $13.5B invested in Everest Group in 2025 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 234 increasing their positions, 250 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:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

6% less repeat investments, than reductions

Existing positions increased: 234 | Existing positions reduced: 250

2.34% less ownership

Funds ownership: 94%91.66% (-2.3%)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

Holders
668
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
TCA
376
Transcend Capital Advisors
New Jersey
$657K
VCA
377
Verdence Capital Advisors
Maryland
$636K
AIM
378
AXA Investment Managers
France
$622K
CTA
379
Chesley Taft & Associates
Illinois
$621K
PWM
380
Perigon Wealth Management
California
$615K
ECM
381
Everence Capital Management
Indiana
$607K
Holocene Advisors
382
Holocene Advisors
New York
$604K
PP
383
Prudential plc
United Kingdom
$602K
UA
384
Unison Advisors
District of Columbia
$592K
NIM
385
NEOS Investment Management
Connecticut
$591K
BFWM
386
Bright Futures Wealth Management
New York
$589K
WA
387
Waddell & Associates
Tennessee
$586K
CA
388
Clearstead Advisors
Ohio
$578K
BCWM
389
Bartlett & Co Wealth Management
Ohio
$577K
NA
390
NewEdge Advisors
Louisiana
$569K
SOW
391
State of Wyoming
Wyoming
$564K
Cambridge Investment Research Advisors
392
Cambridge Investment Research Advisors
Iowa
$564K
Verition Fund Management
393
Verition Fund Management
Connecticut
$560K
SB
394
SIG Brokerage
New York
$553K
CG
395
Curat Global
New Hampshire
$544K
VF
396
Virtu Financial
New York
$543K
LWAM
397
Legacy Wealth Asset Management
Minnesota
$532K
WWC
398
Waypoint Wealth Counsel
Georgia
$531K
AMIM
399
Aull & Monroe Investment Management
Alabama
$525K
PFG
400
PAX Financial Group
Texas
$519K