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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
TRIA
426
Trail Ridge Investment Advisors
Colorado
$433K
BBVA
427
Banco Bilbao Vizcaya Argentaria
Spain
$430K
FFM
428
Forum Financial Management
Illinois
$429K
EGM
429
Engineers Gate Manager
New York
$421K
CBUSF
430
Construction & Building Unions Superannuation Fund
Australia
$420K
RCM
431
Requisite Capital Management
Texas
$420K
KRW
432
Kaufman Rossin Wealth
Florida
$420K
Baird Financial Group
433
Baird Financial Group
Wisconsin
$420K
MYIA
434
Mount Yale Investment Advisors
Colorado
$417K
QCG
435
Quadrant Capital Group
Ohio
$417K
HNB
436
Huntington National Bank
Ohio
$416K
WIA
437
World Investment Advisors
California
$407K
TI
438
Tidal Investments
Wisconsin
$402K
HI
439
Horizon Investments
North Carolina
$398K
EGA
440
E&G Advisors
Texas
$396K
MSA
441
MUFG Securities Americas
New York
$396K
LAM
442
LECAP Asset Management
United Kingdom
$395K
SAG
443
SageView Advisory Group
California
$394K
Squarepoint
444
Squarepoint
New York
$392K
EC
445
EntryPoint Capital
New York
$388K
WSC
446
Wellington Shields & Co
New York
$385K
AV
447
ASR Vermogensbeheer
Netherlands
$382K
FRM
448
Fox Run Management
Connecticut
$382K
TE
449
Tema ETFs
New York
$382K
Nomura Holdings
450
Nomura Holdings
Japan
$379K