EG icon

Everest Group

668 hedge funds and large institutions have $13.5B invested in Everest Group in 2025 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 233 increasing their positions, 251 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:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

7% less repeat investments, than reductions

Existing positions increased: 233 | Existing positions reduced: 251

2.35% less ownership

Funds ownership: 94%91.65% (-2.3%)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

Holders
668
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
TCA
576
Trifecta Capital Advisors
Illinois
$28K
GRP
577
Global Retirement Partners
California
$28K
HWA
578
Heritage Wealth Advisors
Virginia
$28K
CAM
579
Chesapeake Asset Management
New York
$26.6K
SAM
580
Smartleaf Asset Management
Massachusetts
$24.9K
SSG
581
Summit Securities Group
New York
$24.9K
MFT
582
Moisand Fitzgerald Tamayo
Florida
$22.4K
CSPIA
583
Cary Street Partners Investment Advisory
Virginia
$22.1K
CT
584
Caldwell Trust
Florida
$21.7K
CPG
585
Cornerstone Planning Group
New Jersey
$20K
PSB
586
Piscataqua Savings Bank
New Hampshire
$19.6K
W
587
WealthCollab
Washington
$19.3K
NWM
588
Nova Wealth Management
Florida
$17.5K
AUB
589
Atlantic Union Bankshares
Virginia
$15.8K
ZBNA
590
Zions Bancorporation, National Association
Utah
$15.4K
GIA
591
GHP Investment Advisors
Colorado
$14.4K
BC
592
Barrett & Company
Rhode Island
$14K
BI
593
Binnacle Investments
Iowa
$13.7K
IRC
594
Investors Research Corp
Georgia
$13.3K
HWM
595
Hemington Wealth Management
Virginia
$13K
CIAM
596
Caitong International Asset Management
Hong Kong
$12.6K
C
597
Covestor
United Kingdom
$12K
BIA
598
Bell Investment Advisors
California
$11.6K
CJ
599
Caitlin John
Michigan
$11.3K
CFO
600
CVA Family Office
Colorado
$10.9K