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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
NC
651
North Capital
Utah
$1.05K +$338 +1 +50%
PWA
652
Principia Wealth Advisory
Texas
$1.05K +$338 +1 +50%
EWP
653
Elevation Wealth Partners
California
$1.05K +$1.01K +3 New
HHGA
654
Halbert Hargrove Global Advisors
California
$1.05K +$1.01K +3 New
BHWM
655
Bay Harbor Wealth Management
Maryland
$1.05K +$338 +1 +50%
OAJ
656
Ogorek Anthony Joseph
New York
$1K – – –
PMAM
657
Picton Mahoney Asset Management
Ontario, Canada
$1K – – –
FC
658
Financial Consulate
Maryland
$701 +$675 +2 New
HIA
659
HFM Investment Advisors
New Jersey
$700 -$338 -1 -33%
WWA
660
Wealth Watch Advisors
Colorado
$700 +$675 +2 New
HWP
661
Highline Wealth Partners
California
$360 – – –
SC
662
SouthState Corp
Florida
$351 -$675 -2 -67%
QWM
663
Quaker Wealth Management
New Jersey
$351 -$338 -1 -50%
RPA
664
Redwood Park Advisors
California
$351 – – –
TFM
665
TFC Financial Management
Massachusetts
$351 – – –
AT
666
Avalon Trust
New Mexico
$351 +$338 +1 New
KG
667
Kilter Group
New York
$351 +$338 +1 New
SA
668
Seneschal Advisors
Washington
$351 +$338 +1 New
AP
669
Aspect Partners
Virginia
$350 – – –
M
670
MOTCO
Texas
$350 – – –
WA
671
WestEnd Advisors
North Carolina
$350 – – –
BFS
672
Bare Financial Services
Pennsylvania
$350 +$338 +1 New
TCB
673
Texas Capital Bancshares
Texas
$350 +$338 +1 New
HFS
674
Hughes Financial Services
Virginia
$329 – – –
DF
675
Dunhill Financial
United Kingdom
$254 – – –
25 26
27
28 29

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.