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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
AIM
376
AXA Investment Managers
France
$622K
CTA
377
Chesley Taft & Associates
Illinois
$621K
PWM
378
Perigon Wealth Management
California
$615K
ECM
379
Everence Capital Management
Indiana
$607K
Holocene Advisors
380
Holocene Advisors
New York
$604K
PP
381
Prudential plc
United Kingdom
$602K
UA
382
Unison Advisors
District of Columbia
$592K
NIM
383
NEOS Investment Management
Connecticut
$591K
BFWM
384
Bright Futures Wealth Management
New York
$589K
WA
385
Waddell & Associates
Tennessee
$586K
CA
386
Clearstead Advisors
Ohio
$578K
BCWM
387
Bartlett & Co Wealth Management
Ohio
$577K
NA
388
NewEdge Advisors
Louisiana
$569K
SOW
389
State of Wyoming
Wyoming
$564K
Cambridge Investment Research Advisors
390
Cambridge Investment Research Advisors
Iowa
$564K
Verition Fund Management
391
Verition Fund Management
Connecticut
$560K
SB
392
SIG Brokerage
New York
$553K
CG
393
Curat Global
New Hampshire
$544K
VF
394
Virtu Financial
New York
$543K
LWAM
395
Legacy Wealth Asset Management
Minnesota
$532K
WWC
396
Waypoint Wealth Counsel
Georgia
$531K
AMIM
397
Aull & Monroe Investment Management
Alabama
$525K
PFG
398
PAX Financial Group
Texas
$519K
QCM
399
Qsemble Capital Management
New York
$516K
Assenagon Asset Management
400
Assenagon Asset Management
Luxembourg
$514K