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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
Goldman Sachs
51
Goldman Sachs
New York
$48.7M -$21.6M -64,060 -32%
Renaissance Technologies
52
Renaissance Technologies
New York
$47.6M -$22.1M -65,500 -33%
California Public Employees Retirement System
53
California Public Employees Retirement System
California
$46.1M -$7.03M -20,820 -14%
A
54
AustralianSuper
Australia
$45.6M -$2.73M -8,088 -6%
Swiss National Bank
55
Swiss National Bank
Switzerland
$42.9M -$2.23M -6,600 -5%
Skandinaviska Enskilda Banken (SEB)
56
Skandinaviska Enskilda Banken (SEB)
Sweden
$41.4M +$23.4M +69,346 +142%
SFM
57
Systematic Financial Management
New Jersey
$40.7M -$327K -970 -0.8%
BA
58
Bridgewater Associates
Connecticut
$39.7M -$1.16M -3,430 -3%
PL
59
Perpetual Ltd
Australia
$38.4M -$121K -359 -0.3%
Sumitomo Mitsui Trust Group
60
Sumitomo Mitsui Trust Group
Japan
$36.1M -$293K -868 -0.8%
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
$35.7M +$6.42M +19,029 +23%
T. Rowe Price Associates
62
T. Rowe Price Associates
Maryland
$35.7M +$3.09M +9,165 +10%
DB
63
Danske Bank
Denmark
$35.5M +$22.5M +66,625 +191%
BNP Paribas Financial Markets
64
BNP Paribas Financial Markets
France
$35.2M +$4.83M +14,311 +17%
Truist Financial
65
Truist Financial
North Carolina
$34.6M -$2.13M -6,294 -6%
SDIC
66
South Dakota Investment Council
South Dakota
$32.7M -$3.54M -10,490 -10%
Korea Investment Corp
67
Korea Investment Corp
South Korea
$32.7M +$10.9M +32,329 +53%
SAM
68
Storebrand Asset Management
Norway
$32.4M -$548K -1,624 -2%
DRZID
69
DePrince Race & Zollo Inc (DRZ)
Florida
$32.3M -$684K -2,027 -2%
IC
70
IEQ Capital
California
$32.2M +$22.4M +66,388 +258%
Carson Wealth (CWM LLC)
71
Carson Wealth (CWM LLC)
Nebraska
$31M +$11.2M +33,206 +60%
Mitsubishi UFJ Asset Management
72
Mitsubishi UFJ Asset Management
Japan
$30.6M +$2.81M +8,327 +11%
Voloridge Investment Management
73
Voloridge Investment Management
Florida
$29.7M -$12.7M -37,741 -31%
RhumbLine Advisers
74
RhumbLine Advisers
Massachusetts
$29.7M +$110K +327 +0.4%
JP Morgan Chase
75
JP Morgan Chase
New York
$29.5M -$13.4M -39,637 -32%
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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.