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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, 234 increasing their positions, 250 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: $ → $

6% less repeat investments, than reductions

Existing positions increased: 234 | Existing positions reduced: 250

2.34% less ownership

Funds ownership: 94%91.66% (-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
S
551
SignatureFD
Georgia
$65.8K
MWPCG
552
Measured Wealth Private Client Group
New Hampshire
$57.1K
KFI
553
Key Financial Inc
Pennsylvania
$56.2K
BGAI
554
Bruce G. Allen Investments
Colorado
$53.6K
MPWT
555
MassMutual Private Wealth & Trust
Connecticut
$52.9K
Walleye Capital
556
Walleye Capital
New York
$51.5K
BBHC
557
Brown Brothers Harriman & Co
New York
$46.9K
WA
558
WPG Advisers
Maryland
$44.1K
SIM
559
Sentry Investment Management
Wisconsin
$42K
PWAM
560
Private Wealth Asset Management
Iowa
$41K
WSFS
561
Wilmington Savings Fund Society
Delaware
$40.3K
OL
562
OneFund LLC
Florida
$40.3K
PFBT
563
Parkside Financial Bank & Trust
Missouri
$38.9K
MA
564
Montag & Associates
Georgia
$38.5K
UB
565
UMB Bank
Missouri
$37.5K
TIM
566
Thompson Investment Management
Wisconsin
$36.4K
GWSG
567
GPS Wealth Strategies Group
Colorado
$32.2K
SS
568
Sunbelt Securities
Texas
$32.2K
TFGT
569
TS Financial Group (TSFG)
Illinois
$32K
EB
570
Eastern Bank
Massachusetts
$31.5K
CH
571
Cromwell Holdings
Wyoming
$30.8K
PS
572
Principal Securities
Iowa
$29.8K
RFP
573
Root Financial Partners
California
$29.8K
DIP
574
DT Investment Partners
Pennsylvania
$28.7K
TFA
575
Toth Financial Advisory
Virginia
$28K