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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
Adage Capital Partners
151
Adage Capital Partners
Massachusetts
$8.99M -$1.79M -5,300 -17%
MIM
152
MetLife Investment Management
New Jersey
$8.76M +$618K +1,830 +8%
Citadel Advisors
153
Citadel Advisors
Florida
$8.21M -$24.7M -73,136 -76%
Mitsubishi UFJ Trust & Banking
154
Mitsubishi UFJ Trust & Banking
Japan
$7.95M -$103K -304 -1%
Natixis Advisors
155
Natixis Advisors
Massachusetts
$7.89M -$1.21M -3,582 -14%
AAP
156
Arax Advisory Partners
Colorado
$7.88M +$7.56M +22,383 +17,764%
DZ Bank
157
DZ Bank
Germany
$7.74M +$7.46M +22,093 New
Wealth Enhancement Advisory Services
158
Wealth Enhancement Advisory Services
Minnesota
$7.69M +$4.17M +12,343 +141%
MIF
159
Mediolanum International Funds
Ireland
$7.61M +$3.9M +11,538 +110%
Mariner
160
Mariner
Kansas
$7.56M +$4.07M +12,058 +127%
Chevy Chase Trust
161
Chevy Chase Trust
Maryland
$7.5M -$368K -1,091 -5%
Mercer Global Advisors
162
Mercer Global Advisors
Colorado
$7.47M +$3.21M +9,507 +80%
HA
163
Heartland Advisors
Wisconsin
$7.21M – – –
APG Asset Management
164
APG Asset Management
Netherlands
$7.12M – – –
LPL Financial
165
LPL Financial
California
$7.05M -$1.83M -5,417 -21%
SWGC
166
Summit Wealth Group (Colorado)
Colorado
$7.04M +$5.09M +15,074 New
Corient Private Wealth
167
Corient Private Wealth
Florida
$7.03M +$339K +1,005 +5%
DC
168
Davenport & Co
Virginia
$6.79M -$836K -2,477 -11%
Daiwa Securities Group
169
Daiwa Securities Group
Japan
$6.76M +$4.22M +12,485 +183%
Treasurer of the State of North Carolina
170
Treasurer of the State of North Carolina
North Carolina
$6.61M -$249K -738 -4%
IMRF
171
Illinois Municipal Retirement Fund
Illinois
$6.57M -$533K -1,579 -8%
PFSRSONJ
172
Police & Firemen's Retirement System of New Jersey
New Jersey
$6.54M +$874K +2,588 +16%
Janney Montgomery Scott
173
Janney Montgomery Scott
Pennsylvania
$6.48M +$6.25M +18,503 New
PCM
174
Prana Capital Management
Connecticut
$6.45M -$6.53M -19,353 -51%
IIM
175
INTECH Investment Management
Florida
$6.35M -$6.9M -20,431 -53%
5 6
7
8 9

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.