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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
QCM
151
Quantinno Capital Management
New York
$8.29M +$3.96M +11,218 +97%
Zurich Cantonal Bank
152
Zurich Cantonal Bank
Switzerland
$8.28M -$192K -543 -2%
IMRF
153
Illinois Municipal Retirement Fund
Illinois
$8.28M +$2.77M +7,830 +52%
DB
154
Danske Bank
Denmark
$8.27M +$47.4K +134 +0.6%
Chevy Chase Trust
155
Chevy Chase Trust
Maryland
$8.22M +$15.9K +45 +0.2%
MIM
156
MetLife Investment Management
New Jersey
$8.15M +$3.8M +10,749 +92%
Toronto Dominion Bank
157
Toronto Dominion Bank
Ontario, Canada
$8.11M -$241K -682 -3%
NAAA
158
New Age Alpha Advisors
New York
$8.01M -$905K -2,560 -10%
Artisan Partners
159
Artisan Partners
Wisconsin
$7.66M +$2.76M +7,819 +59%
APG Asset Management
160
APG Asset Management
Netherlands
$7.64M -$70.7K -200 -0.9%
Treasurer of the State of North Carolina
161
Treasurer of the State of North Carolina
North Carolina
$7.06M +$3.53K +10 +0.1%
VOYA Investment Management
162
VOYA Investment Management
Georgia
$6.94M +$69.3K +196 +1%
Susquehanna International Group
163
Susquehanna International Group
Pennsylvania
$6.93M -$6.61M -18,695 -49%
Wells Fargo
164
Wells Fargo
California
$6.9M +$213K +603 +3%
Ohio Public Employees Retirement System (OPERS)
165
Ohio Public Employees Retirement System (OPERS)
Ohio
$6.79M -$1.15M -3,261 -15%
Lazard Asset Management
166
Lazard Asset Management
New York
$6.74M -$3.44M -9,747 -34%
Asset Management One
167
Asset Management One
Japan
$6.68M +$179K +506 +3%
N
168
Numerai
California
$6.61M +$1.61M +4,564 +34%
Stifel Financial
169
Stifel Financial
Missouri
$6.54M -$47.4K -134 -0.7%
Capital Fund Management (CFM)
170
Capital Fund Management (CFM)
France
$6.42M -$2.91M -8,235 -32%
SSA
171
Schonfeld Strategic Advisors
New York
$6.39M -$1.45M -4,091 -19%
DFG
172
Dupree Financial Group
Kentucky
$6.14M +$5.98M +16,911 New
RFC
173
Regions Financial Corp
Alabama
$6.01M -$8.5M -24,053 -59%
NI
174
Nuance Investments
Missouri
$5.96M -$1.26M -3,578 -18%
CHAM
175
Clear Harbor Asset Management
Connecticut
$5.95M -$82.3K -233 -1%

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.