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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
AAM
726
Advisors Asset Management
Colorado
GWM
727
Geneos Wealth Management
Colorado
BIG
728
Brooklyn Investment Group
New York
WTC
729
WhitTier Trust Company
Nevada
WA
730
Whipplewood Advisors
Colorado
MAM
731
Meeder Asset Management
Ohio
TCM
732
Traub Capital Management
Massachusetts
AAG
733
Armstrong Advisory Group
Massachusetts
AP
734
Atwood & Palmer
Missouri
SC
735
Solstein Capital
California
EWM
736
Evolution Wealth Management
Florida
NC
737
NewSquare Capital
Pennsylvania
RA
738
Ransom Advisory
Rhode Island
TPWA
739
Twin Peaks Wealth Advisors
California
CIAS
740
CBIZ Investment Advisory Services
Ohio
GC
741
Garde Capital
Washington
BWL
742
Bogart Wealth LLC
Virginia
WCM
743
WealthTrak Capital Management
Virginia
SO
744
Sierra Ocean
California
SC
745
Stephens Consulting
Michigan
AF
746
Advisornet Financial
Minnesota
CA
747
CoreCap Advisors
Michigan
MSWM
748
Mowery & Schoenfeld Wealth Management
Illinois
TIM
749
Total Investment Management
Arizona
BHWM
750
Beaird Harris Wealth Management
Texas