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Everest Group

662 hedge funds and large institutions have $13.4B invested in Everest Group in 2025 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 229 increasing their positions, 248 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: $ → $

8% less repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 248

2.27% less ownership

Funds ownership: 93.9%91.62% (-2.3%)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

Holders
662
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
CPIG
451
Chicago Partners Investment Group
Illinois
$377K
FDCDDQ
452
Federation des caisses Desjardins du Quebec
Quebec, Canada
$372K
LPT
453
Legacy Private Trust
Wisconsin
$368K
SAI
454
Savvy Advisors Inc
New York
$366K
FFA
455
Farther Finance Advisors
California
$364K
QIM
456
Quantitative Investment Management
Virginia
$362K
SFI
457
Siemens Fonds Invest
Germany
$362K
ALAM
458
Asahi Life Asset Management
Japan
$361K
KCP
459
Kera Capital Partners
California
$360K
SO
460
STRS Ohio
Ohio
$352K
CFM
461
Catalyst Funds Management
Australia
$350K
William Blair & Company
462
William Blair & Company
Illinois
$348K
AWA
463
Arete Wealth Advisors
Illinois
$346K
BCG
464
BayBridge Capital Group
California
$341K
VCM
465
Voleon Capital Management
California
$341K
CCA
466
Checchi Capital Advisers
California
$340K
CT
467
Colonial Trust
South Carolina
$338K
CFO
468
Callan Family Office
Pennsylvania
$328K
MA
469
MBA Advisors
Pennsylvania
$328K
QFW
470
QTR Family Wealth
Florida
$326K
CBA
471
Coastal Bridge Advisors
Connecticut
$326K
JSW
472
Journey Strategic Wealth
New Jersey
$326K
Fifth Third Bancorp
473
Fifth Third Bancorp
Ohio
$325K
BCP
474
Blackhawk Capital Partners
Wisconsin
$316K
PEAK6
475
PEAK6
Illinois
$313K