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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
SWM
626
Spire Wealth Management
Virginia
$2.8K
FMP
627
Financial Management Professionals
Texas
$2.45K
HPC
628
HM Payson & Co
Maine
$2.45K
DPW
629
DiNuzzo Private Wealth
Pennsylvania
$2.39K
JFA
630
JNBA Financial Advisors
Minnesota
$2.1K
PWA
631
Physician Wealth Advisors
Utah
$2.1K
CCM
632
Cloud Capital Management
Washington
$2K
RWM
633
Rialto Wealth Management
New York
$1.75K
TIM
634
Tortoise Investment Management
New York
$1.75K
LWMI
635
Legacy Wealth Management (Idaho)
Idaho
$1.4K
TPBG
636
Turning Point Benefit Group
Maryland
$1.06K
CA
637
Crewe Advisors
Utah
$1.05K
PWMG
638
Prestige Wealth Management Group
New Jersey
$1.05K
NC
639
North Capital
Utah
$1.05K
HHGA
640
Halbert Hargrove Global Advisors
California
$1.05K
EWP
641
Elevation Wealth Partners
California
$1.05K
BHWM
642
Bay Harbor Wealth Management
Maryland
$1.05K
OAJ
643
Ogorek Anthony Joseph
New York
$1K
PMAM
644
Picton Mahoney Asset Management
Ontario, Canada
$1K
FC
645
Financial Consulate
Maryland
$701
HIA
646
HFM Investment Advisors
New Jersey
$700
WWA
647
Wealth Watch Advisors
Colorado
$700
HWP
648
Highline Wealth Partners
California
$360
SC
649
SouthState Corp
Florida
$351
QWM
650
Quaker Wealth Management
New Jersey
$351