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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
BOS
451
Bank of Stockton
California
$378K
CPIG
452
Chicago Partners Investment Group
Illinois
$377K
FDCDDQ
453
Federation des caisses Desjardins du Quebec
Quebec, Canada
$372K
LPT
454
Legacy Private Trust
Wisconsin
$368K
SAI
455
Savvy Advisors Inc
New York
$366K
FFA
456
Farther Finance Advisors
California
$364K
QIM
457
Quantitative Investment Management
Virginia
$362K
SFI
458
Siemens Fonds Invest
Germany
$362K
ALAM
459
Asahi Life Asset Management
Japan
$361K
KCP
460
Kera Capital Partners
California
$360K
GAM
461
Groupama Asset Management
France
$354K
SO
462
STRS Ohio
Ohio
$352K
CFM
463
Catalyst Funds Management
Australia
$350K
William Blair & Company
464
William Blair & Company
Illinois
$348K
AWA
465
Arete Wealth Advisors
Illinois
$346K
BCG
466
BayBridge Capital Group
California
$341K
VCM
467
Voleon Capital Management
California
$341K
CCA
468
Checchi Capital Advisers
California
$340K
CT
469
Colonial Trust
South Carolina
$338K
CFO
470
Callan Family Office
Pennsylvania
$328K
MA
471
MBA Advisors
Pennsylvania
$328K
QFW
472
QTR Family Wealth
Florida
$326K
CBA
473
Coastal Bridge Advisors
Connecticut
$326K
JSW
474
Journey Strategic Wealth
New Jersey
$326K
Fifth Third Bancorp
475
Fifth Third Bancorp
Ohio
$325K