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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
MIA
426
MeadowBrook Investment Advisors
Michigan
$443K
Vontobel Holding
427
Vontobel Holding
Switzerland
$440K
NWMG
428
National Wealth Management Group
Ohio
$439K
TRIA
429
Trail Ridge Investment Advisors
Colorado
$433K
BBVA
430
Banco Bilbao Vizcaya Argentaria
Spain
$430K
FFM
431
Forum Financial Management
Illinois
$429K
EGM
432
Engineers Gate Manager
New York
$421K
CBUSF
433
Construction & Building Unions Superannuation Fund
Australia
$420K
RCM
434
Requisite Capital Management
Texas
$420K
KRW
435
Kaufman Rossin Wealth
Florida
$420K
Baird Financial Group
436
Baird Financial Group
Wisconsin
$420K
MYIA
437
Mount Yale Investment Advisors
Colorado
$417K
QCG
438
Quadrant Capital Group
Ohio
$417K
HNB
439
Huntington National Bank
Ohio
$416K
WIA
440
World Investment Advisors
California
$407K
TI
441
Tidal Investments
Wisconsin
$402K
HI
442
Horizon Investments
North Carolina
$398K
EGA
443
E&G Advisors
Texas
$396K
MSA
444
MUFG Securities Americas
New York
$396K
LAM
445
LECAP Asset Management
United Kingdom
$395K
SAG
446
SageView Advisory Group
California
$394K
Squarepoint
447
Squarepoint
New York
$392K
EC
448
EntryPoint Capital
New York
$388K
WSC
449
Wellington Shields & Co
New York
$385K
AV
450
ASR Vermogensbeheer
Netherlands
$382K