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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
Rockefeller Capital Management
401
Rockefeller Capital Management
New York
$512K
PPW
402
Parcion Private Wealth
Washington
$507K
PAS
403
Park Avenue Securities
New York
$507K
ASN
404
Advisory Services Network
Georgia
$507K
EW
405
Evoke Wealth
California
$506K
GCA
406
Greenwood Capital Associates
South Carolina
$505K
Capstone Investment Advisors
407
Capstone Investment Advisors
New York
$503K
MGP
408
Metis Global Partners
California
$502K
NP
409
NorthRock Partners
Minnesota
$500K
QCM
410
QRG Capital Management
Illinois
$494K
JTWM
411
Jackson Thornton Wealth Management
Alabama
$491K
FSC
412
Full Sail Capital
Oklahoma
$488K
AI
413
AdvisorShares Investments
Maryland
$484K
HW
414
Hancock Whitney
Mississippi
$483K
RIL
415
Rothschild Investment LLC
Illinois
$481K
AI
416
Atria Investments
North Carolina
$470K
ATC
417
Argent Trust Co
Tennessee
$469K
TMAM
418
Tokio Marine Asset Management
Japan
$466K
RP
419
Rowlandmiller & Partners
Georgia
$461K
BOTPPF
420
Board of the Pension Protection Fund
United Kingdom
$455K
AC
421
Allstate Corporation
Illinois
$448K
MIA
422
MeadowBrook Investment Advisors
Michigan
$443K
Vontobel Holding
423
Vontobel Holding
Switzerland
$440K
NWMG
424
National Wealth Management Group
Ohio
$439K
TRIA
425
Trail Ridge Investment Advisors
Colorado
$433K