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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
WWA
651
Wealth Watch Advisors
Colorado
$700
HWP
652
Highline Wealth Partners
California
$360
SC
653
SouthState Corp
Florida
$351
QWM
654
Quaker Wealth Management
New Jersey
$351
RPA
655
Redwood Park Advisors
California
$351
TFM
656
TFC Financial Management
Massachusetts
$351
SA
657
Seneschal Advisors
Washington
$351
AT
658
Avalon Trust
New Mexico
$351
WA
659
WestEnd Advisors
North Carolina
$350
M
660
MOTCO
Texas
$350
AP
661
Aspect Partners
Virginia
$350
TCB
662
Texas Capital Bancshares
Texas
$350
BFS
663
Bare Financial Services
Pennsylvania
$350
HFS
664
Hughes Financial Services
Virginia
$329
DF
665
Dunhill Financial
United Kingdom
$254
AIM
666
Anchor Investment Management
South Carolina
$133
YDMI
667
Y.D. More Investments
Israel
$36
Norges Bank
668
Norges Bank
Norway
VRS
669
Virginia Retirement Systems
Virginia
PFMOSF
670
Philadelphia Financial Management of San Francisco
California
Qube Research & Technologies (QRT)
671
Qube Research & Technologies (QRT)
United Kingdom
CLGM
672
Capitolis Liquid Global Markets
New York
FFM
673
Fisher Funds Management
New Zealand
CSS
674
Cubist Systematic Strategies
Connecticut
QT
675
Quantbot Technologies
New York