EG icon

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
JSW
476
Journey Strategic Wealth
New Jersey
$326K
Fifth Third Bancorp
477
Fifth Third Bancorp
Ohio
$325K
BCP
478
Blackhawk Capital Partners
Wisconsin
$316K
PEAK6
479
PEAK6
Illinois
$313K
SIA
480
Sit Investment Associates
Minnesota
$310K
UCFA
481
United Capital Financial Advisors
Texas
$305K
AF
482
Allworth Financial
California
$303K
EFS
483
Essex Financial Services
Connecticut
$299K
MYAM
484
Meiji Yasuda Asset Management
Japan
$297K
BC
485
Bayforest Capital
United Kingdom
$294K
AIM
486
Advyzon Investment Management
Illinois
$293K
G
487
GenTrust
Florida
$292K
GT
488
Greenleaf Trust
Michigan
$290K
Marshall Wace
489
Marshall Wace
United Kingdom
$289K
AG
490
Ascent Group
Virginia
$287K
HAS
491
Horizon Advisory Services
New York
$286K
CAM
492
Cresset Asset Management
Illinois
$285K
SFS
493
Sowell Financial Services
Arkansas
$284K
PA
494
Parallel Advisors
California
$283K
MSE
495
MUFG Securities EMEA
United Kingdom
$281K
FHA
496
Flagship Harbor Advisors
Massachusetts
$280K
CPA
497
Capital Performance Advisors
California
$277K
FRA
498
Frank Rimerman Advisors
California
$275K
CIBC World Market
499
CIBC World Market
Ontario, Canada
$274K
EAM
500
Erste Asset Management
Austria
$264K