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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
WT
701
Whittier Trust
California
– -$1.1M -3,245 Closed
MF
702
Magnetar Financial
Illinois
– -$997K -2,934 Closed
RS
703
R Squared
Hong Kong
– -$986K -2,900 Closed
RC
704
Randolph Company
Ohio
– -$935K -2,751 Closed
Axa
705
Axa
France
– -$865K -2,546 Closed
CM
706
CM Management
Florida
– -$680K -2,000 Closed
HBCM
707
Heron Bay Capital Management
Michigan
– -$622K -1,831 Closed
Walleye Trading
708
Walleye Trading
New York
– -$574K -1,699 Closed
I
709
InceptionR
California
– -$542K -1,596 Closed
WA
710
Wealthstar Advisors
Texas
– -$496K -1,458 Closed
BAM
711
Blueshift Asset Management
New Jersey
– -$400K -1,178 Closed
IPW
712
Impact Partnership Wealth
Georgia
– -$394K -1,159 Closed
ACM
713
Aquatic Capital Management
Illinois
– -$390K -1,149 Closed
BBA
714
Baader Bank Aktiengesellschaft
Germany
– -$389K -1,144 Closed
MM
715
MQS Management
New York
– -$388K -1,143 Closed
FC
716
Farringdon Capital
United Kingdom
– -$360K -1,060 Closed
AFCM
717
Applied Finance Capital Management
Puerto Rico
– -$359K -1,055 Closed
OF
718
Optimize Financial
California
– -$351K -1,034 Closed
VSQM
719
V-Square Quantitative Management
Illinois
– -$321K -946 Closed
P
720
Pitcairn
Pennsylvania
– -$318K -935 Closed
CAG
721
Csenge Advisory Group
Florida
– -$317K -912 Closed
KeyBank National Association
722
KeyBank National Association
Ohio
– -$302K -889 Closed
KFC
723
Klingenstein Fields & Co
New York
– -$289K -850 Closed
CGL
724
Clarius Group LLC
Washington
– -$289K -849 Closed
MAM
725
MMA Asset Management
Pennsylvania
– -$270K -793 Closed
27 28
29
30 31

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.