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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
RFP
576
Root Financial Partners
California
$29.8K
DIP
577
DT Investment Partners
Pennsylvania
$28.7K
TFA
578
Toth Financial Advisory
Virginia
$28K
TCA
579
Trifecta Capital Advisors
Illinois
$28K
GRP
580
Global Retirement Partners
California
$28K
HWA
581
Heritage Wealth Advisors
Virginia
$28K
CAM
582
Chesapeake Asset Management
New York
$26.6K
SAM
583
Smartleaf Asset Management
Massachusetts
$24.9K
SSG
584
Summit Securities Group
New York
$24.9K
MFT
585
Moisand Fitzgerald Tamayo
Florida
$22.4K
CSPIA
586
Cary Street Partners Investment Advisory
Virginia
$22.1K
CT
587
Caldwell Trust
Florida
$21.7K
CPG
588
Cornerstone Planning Group
New Jersey
$20K
PSB
589
Piscataqua Savings Bank
New Hampshire
$19.6K
W
590
WealthCollab
Washington
$19.3K
NWM
591
Nova Wealth Management
Florida
$17.5K
AUB
592
Atlantic Union Bankshares
Virginia
$15.8K
ZBNA
593
Zions Bancorporation, National Association
Utah
$15.4K
GIA
594
GHP Investment Advisors
Colorado
$14.4K
BC
595
Barrett & Company
Rhode Island
$14K
BI
596
Binnacle Investments
Iowa
$13.7K
IRC
597
Investors Research Corp
Georgia
$13.3K
HWM
598
Hemington Wealth Management
Virginia
$13K
CIAM
599
Caitong International Asset Management
Hong Kong
$12.6K
C
600
Covestor
United Kingdom
$12K