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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
MPM
726
MBB Public Markets
Illinois
– -$250K -736 Closed
RA
727
RFG Advisory
Alabama
– -$247K -727 Closed
SW
728
Simplicity Wealth
New Jersey
– -$241K -710 Closed
SCM
729
SCS Capital Management
Massachusetts
– -$221K -649 Closed
MSFS
730
Main Street Financial Solutions
Pennsylvania
– -$216K -636 Closed
HBS
731
Howard Bailey Securities
Indiana
– -$204K -599 Closed
PAS
732
Point72 Asia (Singapore)
Singapore
– -$199K -585 Closed
Simplex Trading
733
Simplex Trading
Illinois
– -$117K -347 Closed
AAM
734
Advisors Asset Management
Colorado
– -$85.3K -251 Closed
GWM
735
Geneos Wealth Management
Colorado
– -$61.5K -181 Closed
BIG
736
Brooklyn Investment Group
New York
– -$52K -153 Closed
WTC
737
WhitTier Trust Company
Nevada
– -$39.1K -115 Closed
WA
738
Whipplewood Advisors
Colorado
– -$23.1K -68 Closed
MAM
739
Meeder Asset Management
Ohio
– -$21.4K -63 Closed
TCM
740
Traub Capital Management
Massachusetts
– -$17.3K -51 Closed
AAG
741
Armstrong Advisory Group
Massachusetts
– -$12.6K -37 Closed
AP
742
Atwood & Palmer
Missouri
– -$7.14K -21 Closed
SC
743
Solstein Capital
California
– -$7.14K -21 Closed
EWM
744
Evolution Wealth Management
Florida
– -$4.42K -13 Closed
NC
745
NewSquare Capital
Pennsylvania
– -$3.74K -11 Closed
RA
746
Ransom Advisory
Rhode Island
– -$3.74K -11 Closed
TPWA
747
Twin Peaks Wealth Advisors
California
– -$2.95K -9 Closed
CIAS
748
CBIZ Investment Advisory Services
Ohio
– -$2.04K -6 Closed
GC
749
Garde Capital
Washington
– -$1.7K -5 Closed
BWL
750
Bogart Wealth LLC
Virginia
– -$680 -2 Closed
27 28 29
30
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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.