We are live on ! Find out more
EG icon

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
FDCDDQ
326
Federation des caisses Desjardins du Quebec
Quebec, Canada
$985K +$329K +932 +52%
GC
327
Guggenheim Capital
Illinois
$984K +$223K +631 +30%
BP
328
BNP Paribas
France
$975K
TCM
329
Traynor Capital Management
Pennsylvania
$972K +$16.3K +46 +2%
DADC
330
D.A. Davidson & Co
Montana
$964K +$224K +634 +31%
HighTower Advisors
331
HighTower Advisors
Illinois
$957K -$470K -1,329 -34%
NAM
332
NorthCrest Asset Manangement
Minnesota
$954K +$7.77K +22 +0.8%
Cambridge Investment Research Advisors
333
Cambridge Investment Research Advisors
Iowa
$951K -$120K -340 -11%
CAPTRUST Financial Advisors
334
CAPTRUST Financial Advisors
North Carolina
$942K +$1.77K +5 +0.2%
CL
335
CSS LLC
Illinois
$926K -$226K -640 -20%
Neuberger Berman Group
336
Neuberger Berman Group
New York
$923K +$289K +817 +47%
Focus Partners Wealth
337
Focus Partners Wealth
Massachusetts
$918K -$3.19M -9,025 -78%
PFG
338
PAX Financial Group
Texas
$906K +$35.7K +101 +4%
M&T Bank
339
M&T Bank
New York
$904K +$39.9K +113 +5%
CB
340
Commerce Bank
Missouri
$891K +$17K +48 +2%
DILIC
341
Dai-ichi Life Insurance Company
Japan
$888K
HW
342
Hancock Whitney
Mississippi
$879K -$1.31M -3,719 -61%
MML Investors Services
343
MML Investors Services
Massachusetts
$862K +$217K +615 +35%
IIM
344
Ipswich Investment Management
Massachusetts
$854K +$88.3K +250 +12%
CIBC Private Wealth Group
345
CIBC Private Wealth Group
Georgia
$851K +$28.6K +81 +3%
LSERS
346
Louisiana State Employees Retirement System
Louisiana
$836K
SAM
347
Securian Asset Management
Minnesota
$831K
OTL
348
Oak Thistle LLC
New York
$829K +$807K +2,283 New
OSAM
349
O'Shaughnessy Asset Management
Connecticut
$829K -$29.7K -84 -4%
XT
350
XTX Topco
Cayman Islands
$826K +$803K +2,273 New

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.