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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, 233 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:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

7% less repeat investments, than reductions

Existing positions increased: 233 | Existing positions reduced: 251

2.35% less ownership

Funds ownership: 94%91.65% (-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
Assenagon Asset Management
401
Assenagon Asset Management
Luxembourg
$514K
Wealthfront Advisers
402
Wealthfront Advisers
California
$513K
Rockefeller Capital Management
403
Rockefeller Capital Management
New York
$512K
PPW
404
Parcion Private Wealth
Washington
$507K
PAS
405
Park Avenue Securities
New York
$507K
ASN
406
Advisory Services Network
Georgia
$507K
EW
407
Evoke Wealth
California
$506K
GCA
408
Greenwood Capital Associates
South Carolina
$505K
Capstone Investment Advisors
409
Capstone Investment Advisors
New York
$503K
MGP
410
Metis Global Partners
California
$502K
NP
411
NorthRock Partners
Minnesota
$500K
QCM
412
QRG Capital Management
Illinois
$494K
JTWM
413
Jackson Thornton Wealth Management
Alabama
$491K
FSC
414
Full Sail Capital
Oklahoma
$488K
AI
415
AdvisorShares Investments
Maryland
$484K
HW
416
Hancock Whitney
Mississippi
$483K
RIL
417
Rothschild Investment LLC
Illinois
$481K
AI
418
Atria Investments
North Carolina
$470K
ATC
419
Argent Trust Co
Tennessee
$469K
TMAM
420
Tokio Marine Asset Management
Japan
$466K
RP
421
Rowlandmiller & Partners
Georgia
$461K
BOTPPF
422
Board of the Pension Protection Fund
United Kingdom
$455K
AC
423
Allstate Corporation
Illinois
$448K
MIA
424
MeadowBrook Investment Advisors
Michigan
$443K
SA
425
Sanctuary Advisors
Indiana
$443K