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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
BAM
701
Blueshift Asset Management
New Jersey
IPW
702
Impact Partnership Wealth
Georgia
ACM
703
Aquatic Capital Management
Illinois
BBA
704
Baader Bank Aktiengesellschaft
Germany
MM
705
MQS Management
New York
FC
706
Farringdon Capital
United Kingdom
AFCM
707
Applied Finance Capital Management
Puerto Rico
OF
708
Optimize Financial
California
VSQM
709
V-Square Quantitative Management
Illinois
P
710
Pitcairn
Pennsylvania
CAG
711
Csenge Advisory Group
Florida
KeyBank National Association
712
KeyBank National Association
Ohio
KFC
713
Klingenstein Fields & Co
New York
CGL
714
Clarius Group LLC
Washington
MAM
715
MMA Asset Management
Pennsylvania
MPM
716
MBB Public Markets
Illinois
RA
717
RFG Advisory
Alabama
SW
718
Simplicity Wealth
New Jersey
SCM
719
SCS Capital Management
Massachusetts
MSFS
720
Main Street Financial Solutions
Pennsylvania
HBS
721
Howard Bailey Securities
Indiana
PAS
722
Point72 Asia (Singapore)
Singapore
Simplex Trading
723
Simplex Trading
Illinois
AAM
724
Advisors Asset Management
Colorado
GWM
725
Geneos Wealth Management
Colorado