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Everest Group

666 hedge funds and large institutions have $13.5B invested in Everest Group in 2025 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 232 increasing their positions, 249 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: $ → $

7% less repeat investments, than reductions

Existing positions increased: 232 | Existing positions reduced: 249

2.26% less ownership

Funds ownership: 93.91%91.64% (-2.3%)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

Holders
666
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
BTI
526
Blue Trust Inc
Georgia
$195K
Bessemer Group
527
Bessemer Group
New Jersey
$193K
CI
528
CX Institutional
Indiana
$179K
WB
529
Webster Bank
Connecticut
$175K
TRCT
530
Tower Research Capital (TRC)
New York
$174K
MG
531
Mather Group
Illinois
$162K
CF
532
Centaurus Financial
California
$162K
OAM
533
Ostrum Asset Management
France
$153K
HFS
534
Hantz Financial Services
Michigan
$146K
GC
535
Globeflex Capital
California
$141K
AIP
536
Ameritas Investment Partners
Nebraska
$140K
SPIA
537
Steward Partners Investment Advisory
New York
$140K
CI Investments Inc
538
CI Investments Inc
Ontario, Canada
$125K
VCM
539
Versant Capital Management
Arizona
$116K
AA
540
Ancora Advisors
Ohio
$114K
GBT
541
Grove Bank & Trust
Florida
$106K
IA
542
IFP Advisors
Florida
$102K
CTC
543
Central Trust Company
Missouri
$98.8K
PTC
544
Private Trust Company
Ohio
$91.4K
ADL
545
Asset Dedication LLC
California
$87.6K
TWD
546
True Wealth Design
Ohio
$84.4K
TFA
547
Transamerica Financial Advisors
Florida
$82.9K
FFC
548
First Financial Corp
Indiana
$70K
S
549
SignatureFD
Georgia
$65.8K
MWPCG
550
Measured Wealth Private Client Group
New Hampshire
$57.1K