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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
QOP
301
Quinn Opportunity Partners
Virginia
$1.41M
UIM
302
USS Investment Management
United Kingdom
$1.4M
UCI
303
Uncommon Cents Investing
Wisconsin
$1.38M -$15.5K -44 -1%
OAM
304
Ostrum Asset Management
France
$1.35M -$835K -2,364 -39%
OPERF
305
Oregon Public Employees Retirement Fund
Oregon
$1.34M
BCI
306
Brinker Capital Investments
Pennsylvania
$1.3M +$211K +598 +20%
OPS
307
Orion Portfolio Solutions
Nebraska
$1.3M +$211K +598 +20%
AIM
308
Aigen Investment Management
New York
$1.3M +$1.26M +3,566 New
ISL
309
Ingalls & Snyder LLC
New York
$1.29M -$290K -820 -19%
Nordea Investment Management
310
Nordea Investment Management
Sweden
$1.29M +$3.89K +11 +0.3%
CS
311
Candriam SCA
Luxembourg
$1.25M -$666K -1,886 -35%
HIMCH
312
Hartford Investment Management Co (HIMCO)
Connecticut
$1.25M -$35.7K -101 -3%
MSU
313
Mizuho Securities USA
New York
$1.25M -$223K -632 -16%
TSS
314
Two Sigma Securities
New York
$1.25M +$940K +2,660 +345%
GCM
315
Graham Capital Management
Connecticut
$1.24M +$489K +1,383 +68%
WT
316
Whittier Trust
California
$1.18M -$191K -541 -14%
Schroder Investment Management Group
317
Schroder Investment Management Group
United Kingdom
$1.18M -$2.71M -7,678 -70%
IA
318
Icon Advisers
Colorado
$1.16M
PCM
319
Poehling Capital Management
Wisconsin
$1.16M +$1.13M +3,192 New
DT
320
Diversified Trust
Tennessee
$1.15M -$762K -2,155 -40%
TRSOTSOK
321
Teachers Retirement System of the State of Kentucky
Kentucky
$1.15M
LA
322
LBP AM
France
$1.12M
Cetera Investment Advisers
323
Cetera Investment Advisers
Illinois
$1.11M +$104K +294 +11%
RC
324
Randolph Company
Ohio
$1.08M -$196K -556 -16%
ETC
325
Exchange Traded Concepts
Oklahoma
$1.06M +$38.5K +109 +4%

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.