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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
WB
526
Webster Bank
Connecticut
$175K
TRCT
527
Tower Research Capital (TRC)
New York
$174K
MG
528
Mather Group
Illinois
$162K
CF
529
Centaurus Financial
California
$162K
OAM
530
Ostrum Asset Management
France
$153K
HFS
531
Hantz Financial Services
Michigan
$146K
GC
532
Globeflex Capital
California
$141K
AIP
533
Ameritas Investment Partners
Nebraska
$140K
SPIA
534
Steward Partners Investment Advisory
New York
$140K
CI Investments Inc
535
CI Investments Inc
Ontario, Canada
$125K
VCM
536
Versant Capital Management
Arizona
$116K
AA
537
Ancora Advisors
Ohio
$114K
GBT
538
Grove Bank & Trust
Florida
$106K
CTC
539
Central Trust Company
Missouri
$98.8K
PTC
540
Private Trust Company
Ohio
$91.4K
ADL
541
Asset Dedication LLC
California
$87.6K
TWD
542
True Wealth Design
Ohio
$84.4K
TFA
543
Transamerica Financial Advisors
Florida
$82.9K
FFC
544
First Financial Corp
Indiana
$70K
S
545
SignatureFD
Georgia
$65.8K
MWPCG
546
Measured Wealth Private Client Group
New Hampshire
$57.1K
KFI
547
Key Financial Inc
Pennsylvania
$56.2K
BGAI
548
Bruce G. Allen Investments
Colorado
$53.6K
MPWT
549
MassMutual Private Wealth & Trust
Connecticut
$52.9K
Walleye Capital
550
Walleye Capital
New York
$51.5K