EG icon

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
JFGIW
626
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.15K
HHMI
627
Howard Hughes Medical Institute
Maryland
$3.15K
AW
628
Avion Wealth
Texas
$3K
SS
629
SBI Securities
Japan
$2.8K
SWM
630
Spire Wealth Management
Virginia
$2.8K
FMP
631
Financial Management Professionals
Texas
$2.45K
HPC
632
HM Payson & Co
Maine
$2.45K
DPW
633
DiNuzzo Private Wealth
Pennsylvania
$2.39K
JFA
634
JNBA Financial Advisors
Minnesota
$2.1K
PWA
635
Physician Wealth Advisors
Utah
$2.1K
CCM
636
Cloud Capital Management
Washington
$2K
RWM
637
Rialto Wealth Management
New York
$1.75K
TIM
638
Tortoise Investment Management
New York
$1.75K
LWMI
639
Legacy Wealth Management (Idaho)
Idaho
$1.4K
TPBG
640
Turning Point Benefit Group
Maryland
$1.06K
CA
641
Crewe Advisors
Utah
$1.05K
PWMG
642
Prestige Wealth Management Group
New Jersey
$1.05K
NC
643
North Capital
Utah
$1.05K
HHGA
644
Halbert Hargrove Global Advisors
California
$1.05K
EWP
645
Elevation Wealth Partners
California
$1.05K
BHWM
646
Bay Harbor Wealth Management
Maryland
$1.05K
OAJ
647
Ogorek Anthony Joseph
New York
$1K
PMAM
648
Picton Mahoney Asset Management
Ontario, Canada
$1K
FC
649
Financial Consulate
Maryland
$701
HIA
650
HFM Investment Advisors
New Jersey
$700