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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
FC
651
Financial Consulate
Maryland
$701
HIA
652
HFM Investment Advisors
New Jersey
$700
WWA
653
Wealth Watch Advisors
Colorado
$700
HWP
654
Highline Wealth Partners
California
$360
SC
655
SouthState Corp
Florida
$351
QWM
656
Quaker Wealth Management
New Jersey
$351
TFM
657
TFC Financial Management
Massachusetts
$351
RPA
658
Redwood Park Advisors
California
$351
AT
659
Avalon Trust
New Mexico
$351
SA
660
Seneschal Advisors
Washington
$351
WA
661
WestEnd Advisors
North Carolina
$350
M
662
MOTCO
Texas
$350
AP
663
Aspect Partners
Virginia
$350
TCB
664
Texas Capital Bancshares
Texas
$350
BFS
665
Bare Financial Services
Pennsylvania
$350
HFS
666
Hughes Financial Services
Virginia
$329
DF
667
Dunhill Financial
United Kingdom
$254
AIM
668
Anchor Investment Management
South Carolina
$133
YDMI
669
Y.D. More Investments
Israel
$36
Norges Bank
670
Norges Bank
Norway
VRS
671
Virginia Retirement Systems
Virginia
PFMOSF
672
Philadelphia Financial Management of San Francisco
California
Qube Research & Technologies (QRT)
673
Qube Research & Technologies (QRT)
United Kingdom
CLGM
674
Capitolis Liquid Global Markets
New York
FFM
675
Fisher Funds Management
New Zealand