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
CFAM
351
Center For Asset Management
Florida
$823K -$31.1K -88 -4%
RG
352
Renaissance Group
Kentucky
$820K +$52.3K +148 +7%
HWM
353
HB Wealth Management
Georgia
$819K -$2.47K -7 -0.3%
DWP
354
Daymark Wealth Partners
Ohio
$817K
GIBU
355
Gulf International Bank (UK)
United Kingdom
$815K -$403K -1,140 -34%
CIA
356
Citadel Investment Advisory
Ohio
$809K
AWE
357
Avidian Wealth Enterprises
Texas
$808K -$62.5K -177 -7%
NB
358
Norinchukin Bank
Japan
$804K +$101K +286 +15%
CIP
359
Capital Insight Partners
Arizona
$792K +$41.7K +118 +6%
SF
360
Synovus Financial
Georgia
$790K -$52.3K -148 -6%
C
361
Croban
Ohio
$788K +$766K +2,168 New
Pacer Advisors
362
Pacer Advisors
Pennsylvania
$784K -$1.32M -3,723 -63%
ECA
363
Elevated Capital Advisors
Utah
$781K -$15.5K -44 -2%
QIM
364
Quantitative Investment Management
Virginia
$774K +$753K +2,132 New
MLM
365
Mount Lucas Management
Pennsylvania
$764K -$1.11M -3,134 -60%
DIA
366
Dana Investment Advisors
Wisconsin
$757K
PWM
367
Perigon Wealth Management
California
$746K +$58.3K +165 +9%
WWM
368
Waterway Wealth Management
Texas
$744K +$348K +985 +93%
Allspring Global Investments
369
Allspring Global Investments
North Carolina
$733K -$6.44M -18,211 -90%
MSRPS
370
Maryland State Retirement & Pension System
Maryland
$731K -$131K -371 -16%
ONB
371
Old National Bancorp
Indiana
$729K -$272K -769 -28%
NMERB
372
New Mexico Educational Retirement Board
New Mexico
$727K -$35.3K -100 -5%
TA
373
TFB Advisors
Kansas
$717K -$5.65K -16 -0.8%
NRD
374
Nebula Research & Development
New York
$712K -$287K -812 -29%
JFG
375
Jefferies Financial Group
New York
$712K -$3.96M -11,202 -85%

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.