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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
UBS AM
26
UBS AM
Illinois
$130M +$7.11M +20,122 +6%
Victory Capital Management
27
Victory Capital Management
Texas
$128M +$35.5M +100,377 +40%
Fidelity Investments
28
Fidelity Investments
Massachusetts
$114M -$20.2M -57,257 -15%
SCM
29
Sterling Capital Management
North Carolina
$101M -$132K -374 -0.1%
Legal & General Group
30
Legal & General Group
United Kingdom
$95.7M -$23.4M -66,137 -20%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$92.8M -$4.92M -13,914 -5%
Ameriprise
32
Ameriprise
Minnesota
$91.8M -$1.01M -2,854 -1%
UBS Group
33
UBS Group
Switzerland
$89.9M +$48.6M +137,664 +125%
Balyasny Asset Management
34
Balyasny Asset Management
Illinois
$89M +$19.4M +54,853 +29%
EARNEST Partners
35
EARNEST Partners
Georgia
$84.6M +$2.36M +6,666 +3%
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$77.7M +$11.4M +32,186 +18%
DSC
37
Donald Smith & Co
New York
$73.1M +$16.2M +45,749 +29%
Deutsche Bank
38
Deutsche Bank
Germany
$72.3M -$11.9M -33,672 -14%
California Public Employees Retirement System
39
California Public Employees Retirement System
California
$70.4M -$2.17M -6,129 -3%
JIC
40
Johnson Investment Counsel
Ohio
$69.3M +$1.53M +4,319 +2%
AllianceBernstein
41
AllianceBernstein
Tennessee
$66M -$1.17M -3,302 -2%
Bank of America
42
Bank of America
North Carolina
$65.9M +$9.97M +28,222 +18%
Amundi
43
Amundi
France
$65.3M +$26.8M +75,920 +73%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$62.8M +$6.64M +18,780 +12%
Citadel Advisors
45
Citadel Advisors
Florida
$54.6M +$17.6M +49,849 +50%
Raymond James Financial
46
Raymond James Financial
Florida
$54.4M +$5.86M +16,585 +12%
Barclays
47
Barclays
United Kingdom
$53M -$172K -487 -0.3%
SEI Investments
48
SEI Investments
Pennsylvania
$52.5M +$1.98M +5,602 +4%
GAI
49
General American Investors
New York
$52.4M
Man Group
50
Man Group
United Kingdom
$51.9M -$5.76M -16,309 -10%

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.