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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, 235 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:

more funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

6% less repeat investments, than reductions

Existing positions increased: 235 | Existing positions reduced: 251

2.33% less ownership

Funds ownership: 93.98%91.66% (-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
SW
726
Simplicity Wealth
New Jersey
SCM
727
SCS Capital Management
Massachusetts
MSFS
728
Main Street Financial Solutions
Pennsylvania
HBS
729
Howard Bailey Securities
Indiana
PAS
730
Point72 Asia (Singapore)
Singapore
Simplex Trading
731
Simplex Trading
Illinois
AAM
732
Advisors Asset Management
Colorado
GWM
733
Geneos Wealth Management
Colorado
BIG
734
Brooklyn Investment Group
New York
WTC
735
WhitTier Trust Company
Nevada
WA
736
Whipplewood Advisors
Colorado
MAM
737
Meeder Asset Management
Ohio
TCM
738
Traub Capital Management
Massachusetts
AAG
739
Armstrong Advisory Group
Massachusetts
SC
740
Solstein Capital
California
AP
741
Atwood & Palmer
Missouri
EWM
742
Evolution Wealth Management
Florida
NC
743
NewSquare Capital
Pennsylvania
RA
744
Ransom Advisory
Rhode Island
TPWA
745
Twin Peaks Wealth Advisors
California
CIAS
746
CBIZ Investment Advisory Services
Ohio
GC
747
Garde Capital
Washington
BWL
748
Bogart Wealth LLC
Virginia
SO
749
Sierra Ocean
California
WCM
750
WealthTrak Capital Management
Virginia