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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
QFW
476
QTR Family Wealth
Florida
$326K
CBA
477
Coastal Bridge Advisors
Connecticut
$326K
JSW
478
Journey Strategic Wealth
New Jersey
$326K
Fifth Third Bancorp
479
Fifth Third Bancorp
Ohio
$325K
BCP
480
Blackhawk Capital Partners
Wisconsin
$316K
PEAK6
481
PEAK6
Illinois
$313K
SIA
482
Sit Investment Associates
Minnesota
$310K
JTF
483
J. Team Financial
Texas
$309K
UCFA
484
United Capital Financial Advisors
Texas
$305K
AF
485
Allworth Financial
California
$303K
EFS
486
Essex Financial Services
Connecticut
$299K
MYAM
487
Meiji Yasuda Asset Management
Japan
$297K
BC
488
Bayforest Capital
United Kingdom
$294K
AIM
489
Advyzon Investment Management
Illinois
$293K
G
490
GenTrust
Florida
$292K
GT
491
Greenleaf Trust
Michigan
$290K
Marshall Wace
492
Marshall Wace
United Kingdom
$289K
AG
493
Ascent Group
Virginia
$287K
HAS
494
Horizon Advisory Services
New York
$286K
SFS
495
Sowell Financial Services
Arkansas
$284K
PA
496
Parallel Advisors
California
$283K
MSE
497
MUFG Securities EMEA
United Kingdom
$281K
FHA
498
Flagship Harbor Advisors
Massachusetts
$280K
CPA
499
Capital Performance Advisors
California
$277K
FRA
500
Frank Rimerman Advisors
California
$275K