EG icon

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
MFT
576
Moisand Fitzgerald Tamayo
Florida
$22.4K
CSPIA
577
Cary Street Partners Investment Advisory
Virginia
$22.1K
CT
578
Caldwell Trust
Florida
$21.7K
CPG
579
Cornerstone Planning Group
New Jersey
$20K
PSB
580
Piscataqua Savings Bank
New Hampshire
$19.6K
W
581
WealthCollab
Washington
$19.3K
NWM
582
Nova Wealth Management
Florida
$17.5K
AUB
583
Atlantic Union Bankshares
Virginia
$15.8K
ZBNA
584
Zions Bancorporation, National Association
Utah
$15.4K
GIA
585
GHP Investment Advisors
Colorado
$14.4K
BC
586
Barrett & Company
Rhode Island
$14K
BI
587
Binnacle Investments
Iowa
$13.7K
IRC
588
Investors Research Corp
Georgia
$13.3K
HWM
589
Hemington Wealth Management
Virginia
$13K
CIAM
590
Caitong International Asset Management
Hong Kong
$12.6K
C
591
Covestor
United Kingdom
$12K
BIA
592
Bell Investment Advisors
California
$11.6K
CJ
593
Caitlin John
Michigan
$11.3K
CFO
594
CVA Family Office
Colorado
$10.9K
OP
595
ORG Partners
Indiana
$10.9K
RS
596
Rakuten Securities
Japan
$10.5K
HI
597
Harbour Investments
Wisconsin
$10.5K
TPCW
598
TD Private Client Wealth
New York
$10.5K
RA
599
Rise Advisors
New York
$9.46K
FMII
600
Farmers & Merchants Investments Inc
Nebraska
$9.46K