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Everest Group
EG

676 hedge funds and large institutions have $13.5B invested in Everest Group in 2025 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 236 increasing their positions, 252 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

211% more call options, than puts

Call options by funds: $112M | Put options by funds: $36M

12% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 82

1% more funds holding

Funds holding: 672 → 676 (+4)

1% less capital invested

Capital invested by funds: $13.6B → $13.5B (-$142M)

6% less repeat investments, than reductions

Existing positions increased: 236 | Existing positions reduced: 252

2.33% less ownership

Funds ownership: 94.21% → 91.88% (-2.3%)

11% less funds holding in top 10

Funds holding in top 10: 9 → 8 (-1)

Holders
676
Holders Change
+4
Holders Change %
+0.6%
% of All Funds
8.87%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.11%
New
92
Increased
236
Reduced
252
Closed
82
Calls
$112M
Puts
$36M
Net Calls
+$75.9M
Net Calls Change
+$46.3M

Top Buyers

1
AQR Capital Management
AQR Capital Management
Connecticut
+$280M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$60.3M
3
CCM
Causeway Capital Management
California
+$59.3M
4
VVP
Vulcan Value Partners
Alabama
+$58.2M
5
Boston Partners
Boston Partners
Massachusetts
+$55.1M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
-$92.2M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$73.7M
3
Man Group
Man Group
United Kingdom
-$55.3M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$53.8M
5
BlackRock
BlackRock
New York
-$34.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
AllianceBernstein
26
AllianceBernstein
Tennessee
$102M +$60.3M +178,536 +158%
Legal & General Group
27
Legal & General Group
United Kingdom
$99.1M +$6.49M +19,216 +7%
Bank of Montreal
28
Bank of Montreal
Ontario, Canada
$90.1M +$14.2M +41,928 +19%
EARNEST Partners
29
EARNEST Partners
Georgia
$83.4M -$615K -1,821 -0.8%
SCM
30
Sterling Capital Management
North Carolina
$83.4M -$7.57M -22,423 -9%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$82M -$2.58M -7,628 -3%
UBS Group
32
UBS Group
Switzerland
$76.3M -$1.57M -4,641 -2%
Bank of America
33
Bank of America
North Carolina
$74.6M +$8.89M +26,319 +14%
SEI Investments
34
SEI Investments
Pennsylvania
$73M +$6.68M +19,779 +10%
Deutsche Bank
35
Deutsche Bank
Germany
$72.2M +$2.95M +8,751 +4%
Franklin Resources
36
Franklin Resources
California
$70.5M +$129K +381 +0.2%
Ameriprise
37
Ameriprise
Minnesota
$66.4M -$15.3M -45,458 -19%
N
38
Nuveen
North Carolina
$65.7M -$29.4M -87,183 -32%
TAM
39
Talaria Asset Management
Australia
$64.3M +$1.08M +3,200 +2%
Amundi
40
Amundi
France
$62.6M -$775K -2,295 -1%
Balyasny Asset Management
41
Balyasny Asset Management
Illinois
$62.1M -$53.8M -159,371 -47%
CCM
42
Causeway Capital Management
California
$61.5M +$59.3M +175,686 New
Jacobs Levy Equity Management
43
Jacobs Levy Equity Management
New Jersey
$56.7M -$598K -1,770 -1%
JIC
44
Johnson Investment Counsel
Ohio
$56.5M -$9.63M -28,515 -15%
Barclays
45
Barclays
United Kingdom
$56.1M +$188K +557 +0.3%
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$53.7M -$5.17M -15,313 -9%
Russell Investments Group
47
Russell Investments Group
United Kingdom
$50.9M +$6.41M +18,977 +15%
GAI
48
General American Investors
New York
$50.5M – – –
Fidelity Investments
49
Fidelity Investments
Massachusetts
$49.4M +$5.04M +14,928 +12%
Janus Henderson Group
50
Janus Henderson Group
United Kingdom
$48.7M +$2.44M +7,217 +5%
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EG Hedge Fund Activity: Q3 2025 in Review

676 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Everest Group (EG) for Q3 2025, worth a combined $13.5B — down 1% from $13.6B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new EG positions and 82 closed out — a net gain of 10 holders — while 236 added to existing stakes and 252 trimmed.

The largest buyer was AQR Capital Management, adding an estimated $280M. The largest seller was First Trust Advisors, cutting an estimated $92.2M.

  • 676 institutional investors held Everest Group (EG) as of Q3 2025, up from 672 in Q2 2025.
  • Funds reported $13.5B of Everest Group stock for Q3 2025, down 1% quarter-over-quarter.
  • 92 funds opened new Everest Group positions in Q3 2025 and 82 closed out, a net change of +10 holders.
  • The largest Everest Group buyer in Q3 2025 was AQR Capital Management, an estimated $280M added.
  • The largest Everest Group seller in Q3 2025 was First Trust Advisors, an estimated $92.2M sold.

Based on aggregated 13F filings for Q3 2025.