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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
HAS
476
Horizon Advisory Services
New York
$299K +$8.48K +24 +3%
VCM
477
Voleon Capital Management
California
$296K -$2.39M -6,770 -89%
UCFA
478
United Capital Financial Advisors
Texas
$294K -$28.3K -80 -9%
CAMG
479
CWA Asset Management Group
Florida
$290K -$31.8K -90 -10%
CBA
480
Coastal Bridge Advisors
Connecticut
$287K +$279K +789 New
FFA
481
Farther Finance Advisors
California
$286K +$208K +589 +305%
ST
482
Somerset Trust
Pennsylvania
$285K +$76.3K +216 +38%
RS
483
R Squared
Hong Kong
$283K +$74.2K +210 +37%
TPW
484
Transatlantique Private Wealth
New York
$283K -$317K -896 -54%
VSQM
485
V-Square Quantitative Management
Illinois
$281K -$3.53K -10 -1%
CCM
486
Coldstream Capital Management
Washington
$280K -$64.3K -182 -19%
MAM
487
MMA Asset Management
Pennsylvania
$279K
MSA
488
MUFG Securities Americas
New York
$276K +$44.5K +126 +20%
RA
489
RFG Advisory
Alabama
$275K +$268K +758 New
S
490
SimplyRich
California
$274K -$202K -573 -43%
OCBCO
491
Oversea-Chinese Banking Corp (OCBC)
Singapore
$272K
CIBC World Market
492
CIBC World Market
Ontario, Canada
$272K +$9.54K +27 +4%
VanEck Associates
493
VanEck Associates
New York
$266K +$18.7K +53 +8%
AA
494
Ancora Advisors
Ohio
$263K
MC
495
Moors & Cabot
Massachusetts
$247K -$8.84K -25 -4%
HA
496
HFG Advisors
Ohio
$245K
PCS
497
Personal CFO Solutions
New Jersey
$243K -$71.4K -202 -23%
LSA
498
Leonteq Securities AG
Switzerland
$243K
RDWM
499
Red Door Wealth Management
Tennessee
$243K
MSFS
500
Main Street Financial Solutions
Pennsylvania
$243K +$5.3K +15 +2%

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.