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Everest Group

678 hedge funds and large institutions have $14.7B invested in Everest Group in 2025 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 231 increasing their positions, 260 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $14.6B → $14.7B (+$121M)

0.56% more ownership

Funds ownership: 93.93%94.48% (+0.56%)

2% less call options, than puts

Call options by funds: $107M | Put options by funds: $109M

7% less first-time investments, than exits

New positions opened: 82 | Existing positions closed: 88

2% less funds holding

Funds holding: 693678 (-15)

11% less repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 260

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

Holders
678
Holders Change
-15
Holders Change %
-2.16%
% of All Funds
9.09%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.11%
New
82
Increased
231
Reduced
260
Closed
88
Calls
$107M
Puts
$109M
Net Calls
-$1.66M
Net Calls Change
-$18.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
226
Thrivent Financial for Lutherans
Minnesota
$3.21M -$7.09M -20,058 -70%
MNA
227
Manning & Napier Advisors
New York
$3.15M -$70K -198 -2%
FC
228
FCA Corp
Texas
$3.15M -$636K -1,801 -17%
AB
229
Amalgamated Bank
New York
$3.08M +$33.6K +95 +1%
SFI
230
Susquehanna Fundamental Investments
Pennsylvania
$3.07M -$14.1M -39,770 -82%
TCM
231
Twin Capital Management
Pennsylvania
$3.01M -$132K -373 -4%
DnB Asset Management
232
DnB Asset Management
Norway
$3M -$84.1K -238 -3%
BCIM
233
British Columbia Investment Management
British Columbia, Canada
$2.99M -$24K -68 -0.8%
AM
234
AGF Management
Ontario, Canada
$2.96M +$550K +1,556 +24%
FAF
235
Första AP-fonden
Sweden
$2.94M -$671K -1,900 -19%
US Bancorp
236
US Bancorp
Minnesota
$2.93M +$46.3K +131 +2%
CFLC
237
California First Leasing Corp
California
$2.81M
APF
238
Alaska Permanent Fund
Alaska
$2.81M
PAM
239
Panagora Asset Management
Massachusetts
$2.69M +$1.28M +3,628 +96%
X
240
Xponance
Pennsylvania
$2.61M +$23.7K +67 +0.9%
URS
241
Utah Retirement Systems
Utah
$2.57M -$13.4K -38 -0.5%
GHAM
242
Gilman Hill Asset Management
Connecticut
$2.54M +$33.6K +95 +1%
SOADOR
243
State of Alaska Department of Revenue
Alaska
$2.52M +$45.9K +130 +2%
Jane Street
244
Jane Street
New York
$2.5M -$21.7M -61,356 -90%
LAM
245
LECAP Asset Management
United Kingdom
$2.46M +$1.41M +3,989 +143%
TAF
246
Tredje AP-fonden
Sweden
$2.45M
Northwestern Mutual Wealth Management
247
Northwestern Mutual Wealth Management
Wisconsin
$2.42M -$293K -830 -11%
NVIM
248
New Vernon Investment Management
Illinois
$2.39M -$4.69M -13,282 -67%
ACM
249
Aquatic Capital Management
Illinois
$2.37M +$2.3M +6,520 New
CIBC Asset Management
250
CIBC Asset Management
Ontario, Canada
$2.36M -$26.1K -74 -1%

EG Hedge Fund Activity: Q1 2025 in Review

678 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Everest Group (EG) for Q1 2025, worth a combined $14.7B — up 0.82% from $14.6B a quarter earlier.

Sellers outnumbered buyers: 88 funds closed out of EG and 82 opened new positions — a net loss of 6 holders — while 260 trimmed existing stakes and 231 added.

The largest buyer was Barrow, Hanley, Mewhinney & Strauss, opening a new position worth an estimated $311M. The largest seller was Champlain Investment Partners, cutting an estimated $167M.

  • 678 institutional investors held Everest Group (EG) as of Q1 2025, down from 693 in Q4 2024.
  • Funds reported $14.7B of Everest Group stock for Q1 2025, up 0.82% quarter-over-quarter.
  • 82 funds opened new Everest Group positions in Q1 2025 and 88 closed out, a net change of -6 holders.
  • The largest Everest Group buyer in Q1 2025 was Barrow, Hanley, Mewhinney & Strauss, an estimated $311M added.
  • The largest Everest Group seller in Q1 2025 was Champlain Investment Partners, an estimated $167M sold.

Based on aggregated 13F filings for Q1 2025.