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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
OF
451
Optimize Financial
California
$378K +$368K +1,040 New
BBVA
452
Banco Bilbao Vizcaya Argentaria
Spain
$372K +$10.6K +30 +3%
SC
453
Savant Capital
Illinois
$369K -$113K -321 -24%
EAM
454
Erste Asset Management
Austria
$362K
CT
455
Colonial Trust
South Carolina
$350K +$130K +367 +61%
IPW
456
Impact Partnership Wealth
Georgia
$350K +$340K +963 New
VAG
457
VisionPoint Advisory Group
Texas
$348K +$42.1K +119 +14%
USAA
458
United Services Automobile Association
Texas
$348K +$339K +960 New
SIA
459
Sit Investment Associates
Minnesota
$344K
FFM
460
Forum Financial Management
Illinois
$343K +$2.12K +6 +0.6%
P
461
Pitcairn
Pennsylvania
$340K
VI
462
Vestcor Inc
New Brunswick, Canada
$332K +$1.06K +3 +0.3%
EC
463
EntryPoint Capital
New York
$329K -$47K -133 -13%
SFI
464
Siemens Fonds Invest
Germany
$329K
MPM
465
MBB Public Markets
Illinois
$327K +$318K +901 New
SRL
466
Scientech Research LLC
New Jersey
$322K +$115K +325 +58%
MC
467
Machina Capital
France
$319K +$311K +879 New
BCP
468
Blackhawk Capital Partners
Wisconsin
$317K +$58.7K +166 +24%
CAG
469
Csenge Advisory Group
Florida
$313K -$56.9K -161 -15%
KFC
470
Klingenstein Fields & Co
New York
$309K
FHA
471
Flagship Harbor Advisors
Massachusetts
$306K +$10.6K +30 +4%
CGL
472
Clarius Group LLC
Washington
$306K +$1.06K +3 +0.4%
AIM
473
Advyzon Investment Management
Illinois
$303K +$295K +834 New
WI
474
WBI Investments
New Jersey
$303K +$294K +833 New
Walleye Trading
475
Walleye Trading
New York
$302K -$50.2K -142 -15%

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.