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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
Mackenzie Financial
101
Mackenzie Financial
Ontario, Canada
$16.1M -$13.5M -39,996 -47%
TD Asset Management
102
TD Asset Management
Ontario, Canada
$16.1M -$1.27M -3,763 -8%
Pathstone Holdings
103
Pathstone Holdings
New Jersey
$15.8M -$228K -676 -1%
American Century Companies
104
American Century Companies
Missouri
$15.4M -$7.87M -23,306 -35%
ET
105
Equitable Trust
Tennessee
$15.4M -$627K -1,858 -4%
Universal-Beteiligungs- und Servicegesellschaft
106
Universal-Beteiligungs- und Servicegesellschaft
Germany
$15.4M +$2.12M +6,288 +17%
Cerity Partners
107
Cerity Partners
New York
$15.3M +$4.68M +13,864 +46%
Canada Life
108
Canada Life
Manitoba, Canada
$14.9M +$7.09K +21 +0%
LIP
109
Lighthouse Investment Partners
Florida
$14.8M +$10.5M +31,133 +280%
New York State Teachers Retirement System (NYSTRS)
110
New York State Teachers Retirement System (NYSTRS)
New York
$14.2M -$159K -471 -1%
CCP
111
Clough Capital Partners
Massachusetts
$14.1M +$165K +490 +1%
DSA
112
Davis Selected Advisers
Arizona
$13.8M -$24.3K -72 -0.2%
National Pension Service
113
National Pension Service
South Korea
$13.6M +$2.72M +8,056 +26%
Susquehanna International Group
114
Susquehanna International Group
Pennsylvania
$13.6M +$3.55M +10,520 +37%
Royal London Asset Management
115
Royal London Asset Management
United Kingdom
$13.6M +$1.33M +3,939 +11%
FCM
116
Frontier Capital Management
Massachusetts
$13.3M -$393K -1,163 -3%
MGP
117
M&G plc
United Kingdom
$13.3M +$6.07M +17,968 +89%
HSBC Holdings
118
HSBC Holdings
United Kingdom
$13M +$107K +317 +0.9%
Swedbank
119
Swedbank
Sweden
$13M – – –
Capital Fund Management (CFM)
120
Capital Fund Management (CFM)
France
$12.8M +$12.3M +36,415 New
SPS
121
Susquehanna Portfolio Strategies
Pennsylvania
$12.1M +$3.36M +9,955 +40%
Aberdeen Group
122
Aberdeen Group
United Kingdom
$12.1M +$1.26M +3,737 +12%
Aviva
123
Aviva
United Kingdom
$11.8M +$658K +1,950 +6%
NI
124
Nuance Investments
Missouri
$11.7M +$4.21M +12,457 +59%
DekaBank Deutsche Girozentrale
125
DekaBank Deutsche Girozentrale
Germany
$11.7M – – –
3 4
5
6 7

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.