Everest Group
672 hedge funds and large institutions have $13.6B invested in Everest Group in 2025 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 267 increasing their positions, 232 reducing their positions, and 81 closing their positions.
44% more call options, than puts
Call options by funds: $96.6M | Put options by funds: $67M
15% more repeat investments, than reductions
Existing positions increased: 267 | Existing positions reduced: 232
13% more funds holding in top 10
Funds holding in top 10: 8 → 9 (+1)
0% more first-time investments, than exits
New positions opened: 81 | Existing positions closed: 81
0.27% less ownership
Funds ownership: 94.48% → 94.21% (-0.27%)
1% less funds holding
Funds holding: 677 → 672 (-5)
8% less capital invested
Capital invested by funds: $14.7B → $13.6B (-$1.11B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AQR Capital Management
Greenwich,
Connecticut
|
+$161M |
| 2 |
Norges Bank
Oslo,
Norway
|
+$121M |
| 3 |
AGA
Altrinsic Global Advisors
Stamford,
Connecticut
|
+$87.7M |
| 4 |
Renaissance Technologies
New York
|
+$42.6M |
| 5 |
DSC
Donald Smith & Co
New York
|
+$37.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$318M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
-$95.4M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$64.7M |
| 4 |
BlackRock
New York
|
-$49.9M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$46.4M |
EG Hedge Fund Activity: Q2 2025 in Review
672 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Everest Group (EG) for Q2 2025, worth a combined $13.6B — down 7.5% from $14.7B a quarter earlier.
Fund positioning in EG was balanced in Q2 2025: 81 funds opened new positions, 81 closed out, 267 added to existing stakes and 232 trimmed.
The largest buyer was AQR Capital Management, adding an estimated $161M. The largest seller was Franklin Resources, cutting an estimated $318M.
- 672 institutional investors held Everest Group (EG) as of Q2 2025, down from 677 in Q1 2025.
- Funds reported $13.6B of Everest Group stock for Q2 2025, down 7.5% quarter-over-quarter.
- 81 funds opened new Everest Group positions in Q2 2025 and 81 closed out, a net change of 0 holders.
- The largest Everest Group buyer in Q2 2025 was AQR Capital Management, an estimated $161M added.
- The largest Everest Group seller in Q2 2025 was Franklin Resources, an estimated $318M sold.
Based on aggregated 13F filings for Q2 2025.