We are live on ! Find out more
EG icon

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
RhumbLine Advisers
76
RhumbLine Advisers
Massachusetts
$29.9M +$2.22M +6,295 +8%
Mitsubishi UFJ Asset Management
77
Mitsubishi UFJ Asset Management
Japan
$28.7M +$3.32M +9,402 +14%
VF
78
Vest Financial
Virginia
$28.4M +$25.2M +71,371 +1,042%
Renaissance Technologies
79
Renaissance Technologies
New York
$28.2M +$1.59M +4,500 +6%
American Century Companies
80
American Century Companies
Missouri
$27.2M -$10.7M -30,219 -29%
BNP Paribas Financial Markets
81
BNP Paribas Financial Markets
France
$26.4M -$10.6M -29,924 -29%
PP
82
Prospector Partners
Connecticut
$23.3M +$2.47M +6,985 +12%
California State Teachers Retirement System (CalSTRS)
83
California State Teachers Retirement System (CalSTRS)
California
$23.2M -$9.19K -26 -0%
Korea Investment Corp
84
Korea Investment Corp
South Korea
$22.6M +$12.4M +35,145 +130%
TH
85
TCTC Holdings
Texas
$22.3M +$65.4K +185 +0.3%
JP Morgan Chase
86
JP Morgan Chase
New York
$22M -$17.4M -49,301 -45%
AS
87
Aware Super
Australia
$21.7M
Principal Financial Group
88
Principal Financial Group
Iowa
$20M +$1.42M +4,021 +8%
AL
89
Arnhold LLC
New York
$19.7M +$1.66M +4,700 +10%
MAM
90
Martingale Asset Management
Massachusetts
$19.3M -$679K -1,921 -3%
IIM
91
INTECH Investment Management
Florida
$19M -$4M -11,311 -18%
Grantham, Mayo, Van Otterloo & Co (GMO)
92
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$18.8M +$556K +1,573 +3%
ET
93
Equitable Trust
Tennessee
$18.5M +$12M +34,032 +200%
D.E. Shaw & Co
94
D.E. Shaw & Co
New York
$18.3M +$12.9M +36,402 +259%
Citigroup
95
Citigroup
New York
$17.2M +$4.5M +12,725 +37%
Fuller & Thaler Asset Management
96
Fuller & Thaler Asset Management
California
$17.2M +$2.22M +6,293 +15%
HSBC Holdings
97
HSBC Holdings
United Kingdom
$17.2M -$213K -603 -1%
GWI
98
Grace & White Inc
New York
$17.2M
Carson Wealth (CWM LLC)
99
Carson Wealth (CWM LLC)
Nebraska
$17M -$207K -587 -1%
Royal London Asset Management
100
Royal London Asset Management
United Kingdom
$17M +$2.96M +8,387 +22%

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.