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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
SIA
476
Sit Investment Associates
Minnesota
$310K
UCFA
477
United Capital Financial Advisors
Texas
$305K
EFS
478
Essex Financial Services
Connecticut
$299K
MYAM
479
Meiji Yasuda Asset Management
Japan
$297K
BC
480
Bayforest Capital
United Kingdom
$294K
AIM
481
Advyzon Investment Management
Illinois
$293K
G
482
GenTrust
Florida
$292K
GT
483
Greenleaf Trust
Michigan
$290K
Marshall Wace
484
Marshall Wace
United Kingdom
$289K
AG
485
Ascent Group
Virginia
$287K
HAS
486
Horizon Advisory Services
New York
$286K
CAM
487
Cresset Asset Management
Illinois
$285K
SFS
488
Sowell Financial Services
Arkansas
$284K
PA
489
Parallel Advisors
California
$283K
MSE
490
MUFG Securities EMEA
United Kingdom
$281K
FHA
491
Flagship Harbor Advisors
Massachusetts
$280K
CPA
492
Capital Performance Advisors
California
$277K
FRA
493
Frank Rimerman Advisors
California
$275K
CIBC World Market
494
CIBC World Market
Ontario, Canada
$274K
EAM
495
Erste Asset Management
Austria
$264K
Lido Advisors
496
Lido Advisors
California
$263K
VanEck Associates
497
VanEck Associates
New York
$261K
CCM
498
Coldstream Capital Management
Washington
$257K
RG
499
Renaissance Group
Kentucky
$255K
VA
500
Vident Advisory
Georgia
$251K