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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
VF
126
Vest Financial
Virginia
$11.5M -$8.41M -24,897 -43%
WP
127
Woodline Partners
California
$11.3M +$10.9M +32,342 New
LI
128
LMCG Investments
Massachusetts
$11.2M +$27.3K +81 +0.3%
EF
129
Empowered Funds
Pennsylvania
$11.2M +$1.9M +5,623 +21%
Toronto Dominion Bank
130
Toronto Dominion Bank
Ontario, Canada
$11.1M +$534K +1,582 +5%
Manulife (Manufacturers Life Insurance)
131
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11.1M +$2.38M +7,053 +29%
Pictet Asset Management
132
Pictet Asset Management
Switzerland
$10.9M +$202K +599 +2%
QCM
133
Quantinno Capital Management
New York
$10.8M +$2.56M +7,594 +33%
Grantham, Mayo, Van Otterloo & Co (GMO)
134
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$10.8M +$138K +408 +1%
NI
135
NFC Investments
Tennessee
$10.7M +$47.3K +140 +0.5%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
136
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$10.4M +$9.44M +27,965 +1,649%
WA
137
Waverly Advisors
Alabama
$10.4M +$348K +1,030 +4%
ClearBridge Investments
138
ClearBridge Investments
New York
$10.3M -$35.5K -105 -0.4%
DFG
139
Dupree Financial Group
Kentucky
$10.3M +$9.92M +29,380 New
Allianz Asset Management
140
Allianz Asset Management
Germany
$10M +$41.2K +122 +0.4%
State of Wisconsin Investment Board
141
State of Wisconsin Investment Board
Wisconsin
$9.99M +$613K +1,816 +7%
PAM
142
Panagora Asset Management
Massachusetts
$9.95M +$7.54M +22,347 +368%
ERSOT
143
Employees Retirement System of Texas
Texas
$9.72M – – –
D.E. Shaw & Co
144
D.E. Shaw & Co
New York
$9.48M -$12.6M -37,265 -58%
State Board of Administration of Florida Retirement System
145
State Board of Administration of Florida Retirement System
Florida
$9.44M -$1.46M -4,333 -14%
Osaic Holdings
146
Osaic Holdings
Arizona
$9.43M +$589K +1,745 +7%
EP
147
Edgestream Partners
New Jersey
$9.18M -$5.71M -16,904 -39%
National Bank of Canada
148
National Bank of Canada
Quebec, Canada
$9.17M -$4.83M -14,318 -35%
BGIM
149
Brandywine Global Investment Management
Pennsylvania
$9.02M +$67.5K +200 +0.8%
GIM
150
Glenmede Investment Management
Pennsylvania
$9.01M -$259K -767 -3%
4 5
6
7 8

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.