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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
FFO
601
Fortitude Family Office
Arizona
$9.11K
PWMG
602
Private Wealth Management Group
New Jersey
$8.76K
SL
603
Salomon & Ludwin
Virginia
$8.21K
AGWCA
604
Annis Gardner Whiting Capital Advisors
Florida
$8.06K
PGAM
605
Princeton Global Asset Management
New Jersey
$8.05K
GKIM
606
GW&K Investment Management
Massachusetts
$8K
FIM
607
FWL Investment Management
Texas
$7.36K
JWA
608
JFS Wealth Advisors
Pennsylvania
$7.36K
CT
609
Clearstead Trust
Maine
$7K
HCM
610
Hollencrest Capital Management
California
$7K
SIS
611
Sound Income Strategies
Florida
$6.23K
SGK
612
Steigerwald Gordon & Koch
Virginia
$5.25K
WANY
613
Wealthspire Advisors (New York)
New York
$5.25K
S
614
Sachetta
Massachusetts
$4.55K
WAS
615
Winch Advisory Services
Wisconsin
$4.55K
MCM
616
Manchester Capital Management
Vermont
$4.2K
SIC
617
SJS Investment Consulting
Ohio
$4.2K
LFG
618
Larson Financial Group
Missouri
$3.85K
AWM
619
Abound Wealth Management
Tennessee
$3.85K
PSFG
620
Park Square Financial Group
Georgia
$3.5K
WTA
621
Washington Trust Advisors
Massachusetts
$3.33K
JFGIW
622
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.15K
HHMI
623
Howard Hughes Medical Institute
Maryland
$3.15K
AW
624
Avion Wealth
Texas
$3K
SS
625
SBI Securities
Japan
$2.8K