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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, 235 increasing their positions, 251 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: 235 | Existing positions reduced: 251

2.33% less ownership

Funds ownership: 93.98%91.66% (-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
MCM
626
Manchester Capital Management
Vermont
$4.2K
SIC
627
SJS Investment Consulting
Ohio
$4.2K
LFG
628
Larson Financial Group
Missouri
$3.85K
AWM
629
Abound Wealth Management
Tennessee
$3.85K
PSFG
630
Park Square Financial Group
Georgia
$3.5K
WTA
631
Washington Trust Advisors
Massachusetts
$3.33K
JFGIW
632
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.15K
HHMI
633
Howard Hughes Medical Institute
Maryland
$3.15K
AW
634
Avion Wealth
Texas
$3K
SS
635
SBI Securities
Japan
$2.8K
SWM
636
Spire Wealth Management
Virginia
$2.8K
FMP
637
Financial Management Professionals
Texas
$2.45K
HPC
638
HM Payson & Co
Maine
$2.45K
DPW
639
DiNuzzo Private Wealth
Pennsylvania
$2.39K
JFA
640
JNBA Financial Advisors
Minnesota
$2.1K
PWA
641
Physician Wealth Advisors
Utah
$2.1K
CCM
642
Cloud Capital Management
Washington
$2K
RWM
643
Rialto Wealth Management
New York
$1.75K
TIM
644
Tortoise Investment Management
New York
$1.75K
LWMI
645
Legacy Wealth Management (Idaho)
Idaho
$1.4K
TPBG
646
Turning Point Benefit Group
Maryland
$1.06K
CA
647
Crewe Advisors
Utah
$1.05K
PWMG
648
Prestige Wealth Management Group
New Jersey
$1.05K
PWA
649
Principia Wealth Advisory
Texas
$1.05K
NC
650
North Capital
Utah
$1.05K