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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
LIP
276
Lighthouse Investment Partners
Florida
$1.81M -$9.2M -26,027 -84%
VPIM
277
Vanguard Personalized Indexing Management
California
$1.78M -$100K -284 -5%
EI
278
Ethic Inc
New York
$1.77M -$101K -286 -6%
SLAM
279
Swiss Life Asset Management
$1.73M -$41.3K -117 -2%
KAS
280
Kestra Advisory Services
Texas
$1.7M +$293K +829 +21%
SMDAM
281
Sumitomo Mitsui DS Asset Management
Japan
$1.7M +$22.6K +64 +1%
Mirae Asset Global Investments
282
Mirae Asset Global Investments
South Korea
$1.69M +$233K +658 +16%
BCV
283
Banque Cantonale Vaudoise
Switzerland
$1.69M +$1.64M +4,649 New
Verition Fund Management
284
Verition Fund Management
Connecticut
$1.68M +$592K +1,675 +57%
LBC
285
Lowe Brockenbrough & Co
Virginia
$1.66M -$8.84K -25 -0.5%
Wealth Enhancement Advisory Services
286
Wealth Enhancement Advisory Services
Minnesota
$1.66M -$44.2K -125 -3%
ECM
287
Everence Capital Management
Indiana
$1.63M +$583K +1,650 +58%
Wolverine Trading
288
Wolverine Trading
Illinois
$1.61M -$1.5M -4,255 -49%
1832 Asset Management
289
1832 Asset Management
Ontario, Canada
$1.59M -$31.8K -90 -2%
RSWM
290
Robertson Stephens Wealth Management
California
$1.58M -$19.4K -55 -1%
N
291
Natixis
France
$1.54M -$2.89M -8,186 -66%
JSSH
292
J. Safra Sarasin Holding
$1.54M -$56.2K -159 -4%
First Manhattan
293
First Manhattan
New York
$1.53M
LA
294
Lifeworks Advisors
Michigan
$1.5M -$4.54M -12,838 -76%
AIM
295
Achmea Investment Management
Netherlands
$1.49M
Public Employees Retirement Association of Colorado
296
Public Employees Retirement Association of Colorado
Colorado
$1.49M
Creative Planning
297
Creative Planning
Kansas
$1.49M +$239K +676 +20%
FM
298
Foster & Motley
Ohio
$1.48M -$357K -1,011 -20%
AC
299
Allstate Corporation
Illinois
$1.48M +$942K +2,665 +191%
DM
300
Delphi Management
Massachusetts
$1.43M -$118K -334 -8%

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.