We are live on ! Find out more
EG icon

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
CIAM
601
Caitong International Asset Management
Hong Kong
$12.6K +$2.36K +7 +24%
C
602
Covestor
United Kingdom
$12K -$27K -80 -70%
BIA
603
Bell Investment Advisors
California
$11.6K -$3.38K -10 -23%
CJ
604
Caitlin John
Michigan
$11.3K +$10.8K +32 New
CFO
605
CVA Family Office
Colorado
$10.9K -$5.4K -16 -34%
OP
606
ORG Partners
Indiana
$10.9K +$4.05K +12 +63%
RS
607
Rakuten Securities
Japan
$10.5K – – –
HI
608
Harbour Investments
Wisconsin
$10.5K +$338 +1 +3%
TPCW
609
TD Private Client Wealth
New York
$10.5K +$2.03K +6 +25%
RA
610
Rise Advisors
New York
$9.46K -$338 -1 -4%
FMII
611
Farmers & Merchants Investments Inc
Nebraska
$9.46K – – –
FFO
612
Fortitude Family Office
Arizona
$9.11K -$675 -2 -7%
PWMG
613
Private Wealth Management Group
New Jersey
$8.76K +$5.4K +16 +178%
SL
614
Salomon & Ludwin
Virginia
$8.21K +$7.76K +23 New
AGWCA
615
Annis Gardner Whiting Capital Advisors
Florida
$8.06K – – –
MCM
616
MV Capital Management
Maryland
$8.06K +$338 +1 +5%
PGAM
617
Princeton Global Asset Management
New Jersey
$8.05K -$1.69K -5 -18%
GKIM
618
GW&K Investment Management
Massachusetts
$8K +$675 +2 +9%
FIM
619
FWL Investment Management
Texas
$7.36K – – –
JWA
620
JFS Wealth Advisors
Pennsylvania
$7.36K +$675 +2 +11%
CT
621
Clearstead Trust
Maine
$7K -$16.2K -48 -71%
HCM
622
Hollencrest Capital Management
California
$7K – – –
SIS
623
Sound Income Strategies
Florida
$6.23K +$6.08K +18 New
SGK
624
Steigerwald Gordon & Koch
Virginia
$5.25K +$5.06K +15 New
WANY
625
Wealthspire Advisors (New York)
New York
$5.25K +$5.06K +15 New
23 24
25
26 27

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.