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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
S
626
Sachetta
Massachusetts
$4.55K -$1.35K -4 -24%
WAS
627
Winch Advisory Services
Wisconsin
$4.55K – – –
MCM
628
Manchester Capital Management
Vermont
$4.2K +$2.36K +7 +140%
SIC
629
SJS Investment Consulting
Ohio
$4.2K +$3.04K +9 +300%
LFG
630
Larson Financial Group
Missouri
$3.85K -$3.71K -11 -50%
AWM
631
Abound Wealth Management
Tennessee
$3.85K – – –
PSFG
632
Park Square Financial Group
Georgia
$3.5K -$47.6K -141 -93%
WTA
633
Washington Trust Advisors
Massachusetts
$3.33K – – –
JFGIW
634
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.15K +$3.04K +9 New
HHMI
635
Howard Hughes Medical Institute
Maryland
$3.15K – – –
AW
636
Avion Wealth
Texas
$3K +$2.7K +8 +400%
SS
637
SBI Securities
Japan
$2.8K -$1.01K -3 -27%
SWM
638
Spire Wealth Management
Virginia
$2.8K -$675 -2 -20%
FMP
639
Financial Management Professionals
Texas
$2.45K -$675 -2 -22%
HPC
640
HM Payson & Co
Maine
$2.45K – – –
DPW
641
DiNuzzo Private Wealth
Pennsylvania
$2.39K – – –
JFA
642
JNBA Financial Advisors
Minnesota
$2.1K – – –
PWA
643
Physician Wealth Advisors
Utah
$2.1K +$1.35K +4 +200%
CCM
644
Cloud Capital Management
Washington
$2K +$2.36K +7 New
RWM
645
Rialto Wealth Management
New York
$1.75K +$338 +1 +25%
TIM
646
Tortoise Investment Management
New York
$1.75K +$1.01K +3 +150%
LWMI
647
Legacy Wealth Management (Idaho)
Idaho
$1.4K – – –
TPBG
648
Turning Point Benefit Group
Maryland
$1.06K +$1.01K +3 New
CA
649
Crewe Advisors
Utah
$1.05K -$8.44K -25 -89%
PWMG
650
Prestige Wealth Management Group
New Jersey
$1.05K – – –
24 25
26
27 28

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.