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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, 236 increasing their positions, 250 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: 236 | Existing positions reduced: 250

2.3% less ownership

Funds ownership: 94%91.7% (-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
HHGA
651
Halbert Hargrove Global Advisors
California
$1.05K
EWP
652
Elevation Wealth Partners
California
$1.05K
BHWM
653
Bay Harbor Wealth Management
Maryland
$1.05K
OAJ
654
Ogorek Anthony Joseph
New York
$1K
PMAM
655
Picton Mahoney Asset Management
Ontario, Canada
$1K
FC
656
Financial Consulate
Maryland
$701
HIA
657
HFM Investment Advisors
New Jersey
$700
WWA
658
Wealth Watch Advisors
Colorado
$700
HWP
659
Highline Wealth Partners
California
$360
SC
660
SouthState Corp
Florida
$351
QWM
661
Quaker Wealth Management
New Jersey
$351
RPA
662
Redwood Park Advisors
California
$351
TFM
663
TFC Financial Management
Massachusetts
$351
KG
664
Kilter Group
New York
$351
AT
665
Avalon Trust
New Mexico
$351
SA
666
Seneschal Advisors
Washington
$351
AP
667
Aspect Partners
Virginia
$350
M
668
MOTCO
Texas
$350
WA
669
WestEnd Advisors
North Carolina
$350
TCB
670
Texas Capital Bancshares
Texas
$350
BFS
671
Bare Financial Services
Pennsylvania
$350
HFS
672
Hughes Financial Services
Virginia
$329
DF
673
Dunhill Financial
United Kingdom
$254
AIM
674
Anchor Investment Management
South Carolina
$133
YDMI
675
Y.D. More Investments
Israel
$36