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Everest Group

678 hedge funds and large institutions have $14.7B invested in Everest Group in 2025 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 231 increasing their positions, 260 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $14.6B → $14.7B (+$121M)

0.56% more ownership

Funds ownership: 93.93%94.48% (+0.56%)

2% less call options, than puts

Call options by funds: $107M | Put options by funds: $109M

7% less first-time investments, than exits

New positions opened: 82 | Existing positions closed: 88

2% less funds holding

Funds holding: 693678 (-15)

11% less repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 260

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

Holders
678
Holders Change
-15
Holders Change %
-2.16%
% of All Funds
9.09%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.11%
New
82
Increased
231
Reduced
260
Closed
88
Calls
$107M
Puts
$109M
Net Calls
-$1.66M
Net Calls Change
-$18.9M
Name Holding Trade Value Shares
Change
Change in
Stake
VRS
51
Virginia Retirement Systems
Virginia
$51.7M +$50.3M +142,300 New
TAM
52
Talaria Asset Management
Australia
$49.4M +$20.4M +57,600 +73%
Swiss National Bank
53
Swiss National Bank
Switzerland
$44M -$389K -1,100 -0.9%
Adage Capital Partners
54
Adage Capital Partners
Massachusetts
$43.3M +$17.3M +49,000 +70%
SFM
55
Systematic Financial Management
New Jersey
$42.2M +$3.12M +8,839 +8%
Sumitomo Mitsui Trust Group
56
Sumitomo Mitsui Trust Group
Japan
$41.6M -$619K -1,753 -2%
Russell Investments Group
57
Russell Investments Group
United Kingdom
$40.7M +$25.7M +72,709 +183%
Jacobs Levy Equity Management
58
Jacobs Levy Equity Management
New Jersey
$40.3M +$10M +28,366 +34%
Truist Financial
59
Truist Financial
North Carolina
$39.5M +$5.53M +15,660 +17%
Goldman Sachs
60
Goldman Sachs
New York
$38.7M -$2.54M -7,194 -6%
Mackenzie Financial
61
Mackenzie Financial
Ontario, Canada
$38.5M +$1.85M +5,239 +5%
PL
62
Perpetual Ltd
Australia
$37.9M +$36.9M +104,366 New
Janus Henderson Group
63
Janus Henderson Group
United Kingdom
$36.5M +$33.9M +95,899 +1,917%
SDIC
64
South Dakota Investment Council
South Dakota
$36M +$2.43M +6,871 +7%
SAM
65
Storebrand Asset Management
Norway
$35.1M -$2.04M -5,765 -6%
DRZID
66
DePrince Race & Zollo Inc (DRZ)
Florida
$34.9M +$1.19M +3,365 +4%
Robeco Institutional Asset Management
67
Robeco Institutional Asset Management
Netherlands
$34.7M +$3.15M +8,928 +10%
ZP
68
Zimmer Partners
New York
$34.5M -$15M -42,500 -31%
BA
69
Bridgewater Associates
Connecticut
$34.1M +$17.5M +49,574 +112%
Squarepoint
70
Squarepoint
New York
$33.2M +$117K +332 +0.4%
T. Rowe Price Associates
71
T. Rowe Price Associates
Maryland
$33.2M -$6M -16,986 -16%
Royal Bank of Canada
72
Royal Bank of Canada
Ontario, Canada
$31M -$8.78M -24,857 -23%
Fidelity International
73
Fidelity International
Bermuda
$30.8M -$8.18M -23,159 -21%
A
74
AustralianSuper
Australia
$30.6M +$12.8M +36,297 +76%
Voloridge Investment Management
75
Voloridge Investment Management
Florida
$30.5M -$13.8M -39,053 -32%

EG Hedge Fund Activity: Q1 2025 in Review

678 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Everest Group (EG) for Q1 2025, worth a combined $14.7B — up 0.82% from $14.6B a quarter earlier.

Sellers outnumbered buyers: 88 funds closed out of EG and 82 opened new positions — a net loss of 6 holders — while 260 trimmed existing stakes and 231 added.

The largest buyer was Barrow, Hanley, Mewhinney & Strauss, opening a new position worth an estimated $311M. The largest seller was Champlain Investment Partners, cutting an estimated $167M.

  • 678 institutional investors held Everest Group (EG) as of Q1 2025, down from 693 in Q4 2024.
  • Funds reported $14.7B of Everest Group stock for Q1 2025, up 0.82% quarter-over-quarter.
  • 82 funds opened new Everest Group positions in Q1 2025 and 88 closed out, a net change of -6 holders.
  • The largest Everest Group buyer in Q1 2025 was Barrow, Hanley, Mewhinney & Strauss, an estimated $311M added.
  • The largest Everest Group seller in Q1 2025 was Champlain Investment Partners, an estimated $167M sold.

Based on aggregated 13F filings for Q1 2025.