EG icon

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
HWA
576
Heritage Wealth Advisors
Virginia
$28K
CAM
577
Chesapeake Asset Management
New York
$26.6K
SAM
578
Smartleaf Asset Management
Massachusetts
$24.9K
SSG
579
Summit Securities Group
New York
$24.9K
MFT
580
Moisand Fitzgerald Tamayo
Florida
$22.4K
CSPIA
581
Cary Street Partners Investment Advisory
Virginia
$22.1K
CT
582
Caldwell Trust
Florida
$21.7K
CPG
583
Cornerstone Planning Group
New Jersey
$20K
PSB
584
Piscataqua Savings Bank
New Hampshire
$19.6K
W
585
WealthCollab
Washington
$19.3K
NWM
586
Nova Wealth Management
Florida
$17.5K
AUB
587
Atlantic Union Bankshares
Virginia
$15.8K
ZBNA
588
Zions Bancorporation, National Association
Utah
$15.4K
GIA
589
GHP Investment Advisors
Colorado
$14.4K
BC
590
Barrett & Company
Rhode Island
$14K
BI
591
Binnacle Investments
Iowa
$13.7K
IRC
592
Investors Research Corp
Georgia
$13.3K
HWM
593
Hemington Wealth Management
Virginia
$13K
CIAM
594
Caitong International Asset Management
Hong Kong
$12.6K
C
595
Covestor
United Kingdom
$12K
BIA
596
Bell Investment Advisors
California
$11.6K
CJ
597
Caitlin John
Michigan
$11.3K
CFO
598
CVA Family Office
Colorado
$10.9K
OP
599
ORG Partners
Indiana
$10.9K
RS
600
Rakuten Securities
Japan
$10.5K