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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
CTA
376
Chesley Taft & Associates
Illinois
$621K
PWM
377
Perigon Wealth Management
California
$615K
ECM
378
Everence Capital Management
Indiana
$607K
Holocene Advisors
379
Holocene Advisors
New York
$604K
PP
380
Prudential plc
United Kingdom
$602K
UA
381
Unison Advisors
District of Columbia
$592K
NIM
382
NEOS Investment Management
Connecticut
$591K
BFWM
383
Bright Futures Wealth Management
New York
$589K
WA
384
Waddell & Associates
Tennessee
$586K
CA
385
Clearstead Advisors
Ohio
$578K
BCWM
386
Bartlett & Co Wealth Management
Ohio
$577K
NA
387
NewEdge Advisors
Louisiana
$569K
SOW
388
State of Wyoming
Wyoming
$564K
Cambridge Investment Research Advisors
389
Cambridge Investment Research Advisors
Iowa
$564K
Verition Fund Management
390
Verition Fund Management
Connecticut
$560K
SB
391
SIG Brokerage
New York
$553K
CG
392
Curat Global
New Hampshire
$544K
VF
393
Virtu Financial
New York
$543K
LWAM
394
Legacy Wealth Asset Management
Minnesota
$532K
WWC
395
Waypoint Wealth Counsel
Georgia
$531K
AMIM
396
Aull & Monroe Investment Management
Alabama
$525K
PFG
397
PAX Financial Group
Texas
$519K
QCM
398
Qsemble Capital Management
New York
$516K
Assenagon Asset Management
399
Assenagon Asset Management
Luxembourg
$514K
Wealthfront Advisers
400
Wealthfront Advisers
California
$513K