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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
TE
451
Tema ETFs
New York
$382K
Nomura Holdings
452
Nomura Holdings
Japan
$379K
BOS
453
Bank of Stockton
California
$378K
CPIG
454
Chicago Partners Investment Group
Illinois
$377K
FDCDDQ
455
Federation des caisses Desjardins du Quebec
Quebec, Canada
$372K
LPT
456
Legacy Private Trust
Wisconsin
$368K
SAI
457
Savvy Advisors Inc
New York
$366K
FFA
458
Farther Finance Advisors
California
$364K
QIM
459
Quantitative Investment Management
Virginia
$362K
SFI
460
Siemens Fonds Invest
Germany
$362K
ALAM
461
Asahi Life Asset Management
Japan
$361K
KCP
462
Kera Capital Partners
California
$360K
GAM
463
Groupama Asset Management
France
$354K
SO
464
STRS Ohio
Ohio
$352K
CFM
465
Catalyst Funds Management
Australia
$350K
William Blair & Company
466
William Blair & Company
Illinois
$348K
AWA
467
Arete Wealth Advisors
Illinois
$346K
BCG
468
BayBridge Capital Group
California
$341K
VCM
469
Voleon Capital Management
California
$341K
CCA
470
Checchi Capital Advisers
California
$340K
CT
471
Colonial Trust
South Carolina
$338K
CFO
472
Callan Family Office
Pennsylvania
$328K
MA
473
MBA Advisors
Pennsylvania
$328K
QFW
474
QTR Family Wealth
Florida
$326K
CBA
475
Coastal Bridge Advisors
Connecticut
$326K