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