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.
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: 693 → 678 (-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: 11 → 8 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
+$311M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
+$155M |
| 3 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
+$124M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$48.6M |
| 5 |
PL
Perpetual Ltd
Sydney, New South Wales,
Australia
|
+$36.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
-$167M |
| 2 |
Millennium Management
New York
|
-$98.2M |
| 3 |
N
Nuveen
Charlotte,
North Carolina
|
-$77.3M |
| 4 |
Franklin Resources
San Mateo,
California
|
-$56.2M |
| 5 |
Point72 Asset Management
Stamford,
Connecticut
|
-$55.4M |
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.