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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
FRM
451
Fox Run Management
Connecticut
$382K
TE
452
Tema ETFs
New York
$382K
Nomura Holdings
453
Nomura Holdings
Japan
$379K
BOS
454
Bank of Stockton
California
$378K
CPIG
455
Chicago Partners Investment Group
Illinois
$377K
FDCDDQ
456
Federation des caisses Desjardins du Quebec
Quebec, Canada
$372K
LPT
457
Legacy Private Trust
Wisconsin
$368K
SAI
458
Savvy Advisors Inc
New York
$366K
FFA
459
Farther Finance Advisors
California
$364K
QIM
460
Quantitative Investment Management
Virginia
$362K
SFI
461
Siemens Fonds Invest
Germany
$362K
ALAM
462
Asahi Life Asset Management
Japan
$361K
KCP
463
Kera Capital Partners
California
$360K
SC
464
Savant Capital
Illinois
$356K
GAM
465
Groupama Asset Management
France
$354K
SO
466
STRS Ohio
Ohio
$352K
CFM
467
Catalyst Funds Management
Australia
$350K
William Blair & Company
468
William Blair & Company
Illinois
$348K
AWA
469
Arete Wealth Advisors
Illinois
$346K
BCG
470
BayBridge Capital Group
California
$341K
VCM
471
Voleon Capital Management
California
$341K
CCA
472
Checchi Capital Advisers
California
$340K
CT
473
Colonial Trust
South Carolina
$338K
CFO
474
Callan Family Office
Pennsylvania
$328K
MA
475
MBA Advisors
Pennsylvania
$328K