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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
BIA
601
Bell Investment Advisors
California
$11.6K
CJ
602
Caitlin John
Michigan
$11.3K
CFO
603
CVA Family Office
Colorado
$10.9K
OP
604
ORG Partners
Indiana
$10.9K
RS
605
Rakuten Securities
Japan
$10.5K
HI
606
Harbour Investments
Wisconsin
$10.5K
TPCW
607
TD Private Client Wealth
New York
$10.5K
RA
608
Rise Advisors
New York
$9.46K
FMII
609
Farmers & Merchants Investments Inc
Nebraska
$9.46K
FFO
610
Fortitude Family Office
Arizona
$9.11K
PWMG
611
Private Wealth Management Group
New Jersey
$8.76K
SL
612
Salomon & Ludwin
Virginia
$8.21K
AGWCA
613
Annis Gardner Whiting Capital Advisors
Florida
$8.06K
MCM
614
MV Capital Management
Maryland
$8.06K
PGAM
615
Princeton Global Asset Management
New Jersey
$8.05K
GKIM
616
GW&K Investment Management
Massachusetts
$8K
FIM
617
FWL Investment Management
Texas
$7.36K
JWA
618
JFS Wealth Advisors
Pennsylvania
$7.36K
CT
619
Clearstead Trust
Maine
$7K
HCM
620
Hollencrest Capital Management
California
$7K
SIS
621
Sound Income Strategies
Florida
$6.23K
WANY
622
Wealthspire Advisors (New York)
New York
$5.25K
SGK
623
Steigerwald Gordon & Koch
Virginia
$5.25K
S
624
Sachetta
Massachusetts
$4.55K
WAS
625
Winch Advisory Services
Wisconsin
$4.55K