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Everest Group

674 hedge funds and large institutions have $13.5B invested in Everest Group in 2025 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 236 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:

more funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

6% less repeat investments, than reductions

Existing positions increased: 236 | Existing positions reduced: 250

2.3% less ownership

Funds ownership: 94%91.7% (-2.3%)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

Holders
674
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 -$92.2M
2 -$73.7M
3 -$55.3M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$53.8M
5
BlackRock
BlackRock
New York
-$34.6M
Name Holding Trade Value Shares
Change
Change in
Stake
TWD
551
True Wealth Design
Ohio
$84.4K
TFA
552
Transamerica Financial Advisors
Florida
$82.9K
FFC
553
First Financial Corp
Indiana
$70K
S
554
SignatureFD
Georgia
$65.8K
MWPCG
555
Measured Wealth Private Client Group
New Hampshire
$57.1K
KFI
556
Key Financial Inc
Pennsylvania
$56.2K
BGAI
557
Bruce G. Allen Investments
Colorado
$53.6K
MPWT
558
MassMutual Private Wealth & Trust
Connecticut
$52.9K
Walleye Capital
559
Walleye Capital
New York
$51.5K
BBHC
560
Brown Brothers Harriman & Co
New York
$46.9K
WA
561
WPG Advisers
Maryland
$44.1K
SIM
562
Sentry Investment Management
Wisconsin
$42K
PWAM
563
Private Wealth Asset Management
Iowa
$41K
WSFS
564
Wilmington Savings Fund Society
Delaware
$40.3K
OL
565
OneFund LLC
Florida
$40.3K
PFBT
566
Parkside Financial Bank & Trust
Missouri
$38.9K
MA
567
Montag & Associates
Georgia
$38.5K
UB
568
UMB Bank
Missouri
$37.5K
TIM
569
Thompson Investment Management
Wisconsin
$36.4K
GWSG
570
GPS Wealth Strategies Group
Colorado
$32.2K
SS
571
Sunbelt Securities
Texas
$32.2K
TFGT
572
TS Financial Group (TSFG)
Illinois
$32K
EB
573
Eastern Bank
Massachusetts
$31.5K
CH
574
Cromwell Holdings
Wyoming
$30.8K
PS
575
Principal Securities
Iowa
$29.8K