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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
PFG
401
PAX Financial Group
Texas
$519K
QCM
402
Qsemble Capital Management
New York
$516K
Assenagon Asset Management
403
Assenagon Asset Management
Luxembourg
$514K
Wealthfront Advisers
404
Wealthfront Advisers
California
$513K
Rockefeller Capital Management
405
Rockefeller Capital Management
New York
$512K
PPW
406
Parcion Private Wealth
Washington
$507K
PAS
407
Park Avenue Securities
New York
$507K
ASN
408
Advisory Services Network
Georgia
$507K
EW
409
Evoke Wealth
California
$506K
GCA
410
Greenwood Capital Associates
South Carolina
$505K
Capstone Investment Advisors
411
Capstone Investment Advisors
New York
$503K
MGP
412
Metis Global Partners
California
$502K
NP
413
NorthRock Partners
Minnesota
$500K
QCM
414
QRG Capital Management
Illinois
$494K
JTWM
415
Jackson Thornton Wealth Management
Alabama
$491K
FSC
416
Full Sail Capital
Oklahoma
$488K
AI
417
AdvisorShares Investments
Maryland
$484K
HW
418
Hancock Whitney
Mississippi
$483K
RIL
419
Rothschild Investment LLC
Illinois
$481K
AI
420
Atria Investments
North Carolina
$470K
ATC
421
Argent Trust Co
Tennessee
$469K
TMAM
422
Tokio Marine Asset Management
Japan
$466K
RP
423
Rowlandmiller & Partners
Georgia
$461K
BOTPPF
424
Board of the Pension Protection Fund
United Kingdom
$455K
AC
425
Allstate Corporation
Illinois
$448K