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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
BBHC
551
Brown Brothers Harriman & Co
New York
$46.9K
WA
552
WPG Advisers
Maryland
$44.1K
SIM
553
Sentry Investment Management
Wisconsin
$42K
PWAM
554
Private Wealth Asset Management
Iowa
$41K
WSFS
555
Wilmington Savings Fund Society
Delaware
$40.3K
OL
556
OneFund LLC
Florida
$40.3K
PFBT
557
Parkside Financial Bank & Trust
Missouri
$38.9K
MA
558
Montag & Associates
Georgia
$38.5K
UB
559
UMB Bank
Missouri
$37.5K
TIM
560
Thompson Investment Management
Wisconsin
$36.4K
GWSG
561
GPS Wealth Strategies Group
Colorado
$32.2K
SS
562
Sunbelt Securities
Texas
$32.2K
TFGT
563
TS Financial Group (TSFG)
Illinois
$32K
EB
564
Eastern Bank
Massachusetts
$31.5K
CH
565
Cromwell Holdings
Wyoming
$30.8K
PS
566
Principal Securities
Iowa
$29.8K
RFP
567
Root Financial Partners
California
$29.8K
DIP
568
DT Investment Partners
Pennsylvania
$28.7K
TFA
569
Toth Financial Advisory
Virginia
$28K
TCA
570
Trifecta Capital Advisors
Illinois
$28K
GRP
571
Global Retirement Partners
California
$28K
HWA
572
Heritage Wealth Advisors
Virginia
$28K
CAM
573
Chesapeake Asset Management
New York
$26.6K
SAM
574
Smartleaf Asset Management
Massachusetts
$24.9K
SSG
575
Summit Securities Group
New York
$24.9K