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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
Asset Management One
176
Asset Management One
Japan
$6.1M
Ohio Public Employees Retirement System (OPERS)
177
Ohio Public Employees Retirement System (OPERS)
Ohio
$6.03M
Creative Planning
178
Creative Planning
Kansas
$5.97M
NAAA
179
New Age Alpha Advisors
New York
$5.86M
Schroder Investment Management Group
180
Schroder Investment Management Group
United Kingdom
$5.83M
VI
181
Vestcor Inc
New Brunswick, Canada
$5.65M
Commonwealth Equity Services
182
Commonwealth Equity Services
Massachusetts
$5.55M
MSV
183
MN Services Vermogensbeheer
Netherlands
$5.53M
Federated Hermes
184
Federated Hermes
Pennsylvania
$5.49M
Wells Fargo
185
Wells Fargo
California
$5.42M
Stifel Financial
186
Stifel Financial
Missouri
$5.32M
NEI
187
Northwest & Ethical Investments
Ontario, Canada
$5.29M
SSA
188
Schonfeld Strategic Advisors
New York
$5.26M
CA
189
Continuum Advisory
Idaho
$5.17M
Jane Street
190
Jane Street
New York
$5.15M
IWC
191
Integrated Wealth Concepts
Massachusetts
$5.07M
Nomura Asset Management
192
Nomura Asset Management
Japan
$5.03M
OC
193
Oppenheimer & Co
New York
$4.9M
Rafferty Asset Management
194
Rafferty Asset Management
New York
$4.89M
IMCOOI
195
Investment Management Corp of Ontario (IMCO)
Canada
$4.82M
RAM
196
Resona Asset Management
Japan
$4.63M
State of Tennessee, Department of Treasury
197
State of Tennessee, Department of Treasury
Tennessee
$4.61M
State of New Jersey Common Pension Fund D
198
State of New Jersey Common Pension Fund D
New Jersey
$4.58M
Arrowstreet Capital
199
Arrowstreet Capital
Massachusetts
$4.43M
Nisa Investment Advisors
200
Nisa Investment Advisors
Missouri
$4.42M