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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
HI
601
Harbour Investments
Wisconsin
$10.5K
TPCW
602
TD Private Client Wealth
New York
$10.5K
RA
603
Rise Advisors
New York
$9.46K
FMII
604
Farmers & Merchants Investments Inc
Nebraska
$9.46K
FFO
605
Fortitude Family Office
Arizona
$9.11K
PWMG
606
Private Wealth Management Group
New Jersey
$8.76K
SL
607
Salomon & Ludwin
Virginia
$8.21K
AGWCA
608
Annis Gardner Whiting Capital Advisors
Florida
$8.06K
PGAM
609
Princeton Global Asset Management
New Jersey
$8.05K
GKIM
610
GW&K Investment Management
Massachusetts
$8K
FIM
611
FWL Investment Management
Texas
$7.36K
JWA
612
JFS Wealth Advisors
Pennsylvania
$7.36K
CT
613
Clearstead Trust
Maine
$7K
HCM
614
Hollencrest Capital Management
California
$7K
SIS
615
Sound Income Strategies
Florida
$6.23K
WANY
616
Wealthspire Advisors (New York)
New York
$5.25K
SGK
617
Steigerwald Gordon & Koch
Virginia
$5.25K
S
618
Sachetta
Massachusetts
$4.55K
WAS
619
Winch Advisory Services
Wisconsin
$4.55K
MCM
620
Manchester Capital Management
Vermont
$4.2K
SIC
621
SJS Investment Consulting
Ohio
$4.2K
LFG
622
Larson Financial Group
Missouri
$3.85K
AWM
623
Abound Wealth Management
Tennessee
$3.85K
PSFG
624
Park Square Financial Group
Georgia
$3.5K
WTA
625
Washington Trust Advisors
Massachusetts
$3.33K