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Everest Group

662 hedge funds and large institutions have $13.4B invested in Everest Group in 2025 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 229 increasing their positions, 248 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: $ → $

8% less repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 248

2.27% less ownership

Funds ownership: 93.9%91.62% (-2.3%)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

Holders
662
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
MIM
151
MetLife Investment Management
New Jersey
$8.76M
Citadel Advisors
152
Citadel Advisors
Florida
$8.21M
Mitsubishi UFJ Trust & Banking
153
Mitsubishi UFJ Trust & Banking
Japan
$7.95M
Natixis Advisors
154
Natixis Advisors
Massachusetts
$7.89M
AAP
155
Arax Advisory Partners
Colorado
$7.88M
DZ Bank
156
DZ Bank
Germany
$7.74M
Wealth Enhancement Advisory Services
157
Wealth Enhancement Advisory Services
Minnesota
$7.69M
MIF
158
Mediolanum International Funds
Ireland
$7.61M
Mariner
159
Mariner
Kansas
$7.56M
Chevy Chase Trust
160
Chevy Chase Trust
Maryland
$7.5M
Mercer Global Advisors
161
Mercer Global Advisors
Colorado
$7.47M
HA
162
Heartland Advisors
Wisconsin
$7.21M
APG Asset Management
163
APG Asset Management
Netherlands
$7.12M
LPL Financial
164
LPL Financial
California
$7.05M
Corient Private Wealth
165
Corient Private Wealth
Florida
$7.03M
DC
166
Davenport & Co
Virginia
$6.79M
Daiwa Securities Group
167
Daiwa Securities Group
Japan
$6.76M
SC
168
Savant Capital
Illinois
$6.74M
Treasurer of the State of North Carolina
169
Treasurer of the State of North Carolina
North Carolina
$6.61M
IMRF
170
Illinois Municipal Retirement Fund
Illinois
$6.57M
PFSRSONJ
171
Police & Firemen's Retirement System of New Jersey
New Jersey
$6.54M
Janney Montgomery Scott
172
Janney Montgomery Scott
Pennsylvania
$6.48M
PCM
173
Prana Capital Management
Connecticut
$6.45M
IIM
174
INTECH Investment Management
Florida
$6.35M
CHAM
175
Clear Harbor Asset Management
Connecticut
$6.28M