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Everest Group

668 hedge funds and large institutions have $13.5B invested in Everest Group in 2025 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 233 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:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

7% less repeat investments, than reductions

Existing positions increased: 233 | Existing positions reduced: 251

2.35% less ownership

Funds ownership: 94%91.65% (-2.3%)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

Holders
668
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
PSFG
626
Park Square Financial Group
Georgia
$3.5K
WTA
627
Washington Trust Advisors
Massachusetts
$3.33K
JFGIW
628
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.15K
HHMI
629
Howard Hughes Medical Institute
Maryland
$3.15K
AW
630
Avion Wealth
Texas
$3K
SS
631
SBI Securities
Japan
$2.8K
SWM
632
Spire Wealth Management
Virginia
$2.8K
FMP
633
Financial Management Professionals
Texas
$2.45K
HPC
634
HM Payson & Co
Maine
$2.45K
DPW
635
DiNuzzo Private Wealth
Pennsylvania
$2.39K
JFA
636
JNBA Financial Advisors
Minnesota
$2.1K
PWA
637
Physician Wealth Advisors
Utah
$2.1K
CCM
638
Cloud Capital Management
Washington
$2K
RWM
639
Rialto Wealth Management
New York
$1.75K
TIM
640
Tortoise Investment Management
New York
$1.75K
LWMI
641
Legacy Wealth Management (Idaho)
Idaho
$1.4K
TPBG
642
Turning Point Benefit Group
Maryland
$1.06K
CA
643
Crewe Advisors
Utah
$1.05K
PWMG
644
Prestige Wealth Management Group
New Jersey
$1.05K
NC
645
North Capital
Utah
$1.05K
EWP
646
Elevation Wealth Partners
California
$1.05K
HHGA
647
Halbert Hargrove Global Advisors
California
$1.05K
BHWM
648
Bay Harbor Wealth Management
Maryland
$1.05K
OAJ
649
Ogorek Anthony Joseph
New York
$1K
PMAM
650
Picton Mahoney Asset Management
Ontario, Canada
$1K