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