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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
KeyBank National Association
401
KeyBank National Association
Ohio
$601K +$119K +337 +26%
WorldQuant Millennium Advisors
402
WorldQuant Millennium Advisors
New York
$599K -$152K -429 -21%
BCWM
403
Bartlett & Co Wealth Management
Ohio
$598K -$26.5K -75 -4%
VA
404
Vident Advisory
Georgia
$584K -$2.6M -7,350 -82%
Baird Financial Group
405
Baird Financial Group
Wisconsin
$582K +$142K +401 +33%
JG
406
Jain Global
New York
$573K +$317K +896 +131%
VCA
407
Verdence Capital Advisors
Maryland
$572K +$179K +507 +47%
IC
408
IEQ Capital
California
$565K -$20.5K -58 -4%
BFWM
409
Bright Futures Wealth Management
New York
$558K -$1.01M -2,850 -64%
QCM
410
Qsemble Capital Management
New York
$550K +$535K +1,514 New
CG
411
Curat Global
New Hampshire
$549K +$566K +1,601 New
AMIM
412
Aull & Monroe Investment Management
Alabama
$545K
TC
413
TownSquare Capital
Utah
$532K +$517K +1,464 New
LWAM
414
Legacy Wealth Asset Management
Minnesota
$527K +$353 +1 +0.1%
MIA
415
MeadowBrook Investment Advisors
Michigan
$523K -$13.4K -38 -3%
FIA
416
Foundations Investment Advisors
Arizona
$523K +$275K +779 +118%
ATC
417
Argent Trust Co
Tennessee
$520K -$37.1K -105 -7%
GT
418
Greenleaf Trust
Michigan
$513K +$70.3K +199 +16%
MFG
419
Merit Financial Group
Georgia
$512K +$498K +1,410 New
OAM
420
Oxford Asset Management
United Kingdom
$505K +$492K +1,391 New
FC
421
Farringdon Capital
United Kingdom
$505K +$491K +1,390 New
MYAM
422
Meiji Yasuda Asset Management
Japan
$503K
Nomura Holdings
423
Nomura Holdings
Japan
$495K -$20.1K -57 -4%
TRCT
424
Tower Research Capital (TRC)
New York
$485K -$640K -1,811 -58%
EP
425
Edgestream Partners
New Jersey
$484K -$2.04M -5,778 -81%

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.