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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
KCM
251
Kempner Capital Management
Texas
$2.35M
ACA
252
Anchor Capital Advisors
Massachusetts
$2.35M +$90.1K +255 +4%
Handelsbanken Fonder
253
Handelsbanken Fonder
Sweden
$2.33M +$17K +48 +0.8%
OAC
254
OMERS Administration Corp
Ontario, Canada
$2.33M +$353K +998 +18%
ACM
255
Alamar Capital Management
California
$2.3M -$77K -218 -3%
Teacher Retirement System of Texas
256
Teacher Retirement System of Texas
Texas
$2.28M +$2.22M +6,286 New
NYLIM
257
New York Life Investment Management
New York
$2.26M -$11.7K -33 -0.5%
ACM
258
Aster Capital Management
United Arab Emirates
$2.24M +$2.24M +6,336 New
SO
259
STRS Ohio
Ohio
$2.23M -$272K -769 -11%
Daiwa Securities Group
260
Daiwa Securities Group
Japan
$2.23M +$154K +435 +8%
UM
261
UniSuper Management
Australia
$2.2M
SG Americas Securities
262
SG Americas Securities
New York
$2.12M +$1.16M +3,272 +127%
Walleye Capital
263
Walleye Capital
New York
$2.09M +$1.84M +5,201 +965%
SIA
264
Strategic Investment Advisors
Michigan
$2.08M -$14.1K -40 -0.7%
PP
265
Prudential plc
United Kingdom
$2.01M -$1.22M -3,443 -38%
PVI
266
Pine Valley Investments
New Jersey
$2M -$203K -575 -9%
YCM
267
Yousif Capital Management
Michigan
$1.96M -$25.4K -72 -1%
NAM
268
Nissay Asset Management
Japan
$1.94M +$7.07K +20 +0.4%
CWM
269
CIBC World Markets
New York
$1.88M -$563K -1,594 -24%
Prudential Financial
270
Prudential Financial
New Jersey
$1.87M +$12K +34 +0.7%
TCOT
271
Trust Company of Toledo
Ohio
$1.87M
PNC Financial Services Group
272
PNC Financial Services Group
Pennsylvania
$1.84M +$13.8K +39 +0.8%
HA
273
Harbor Advisors
Florida
$1.82M
RC
274
RBF Capital
California
$1.82M
MOACM
275
Mutual of America Capital Management
New York
$1.81M -$53K -150 -3%

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.