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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
Two Sigma Investments
176
Two Sigma Investments
New York
$5.94M -$46.1M -130,535 -89%
MSV
177
MN Services Vermogensbeheer
Netherlands
$5.74M -$777K -2,200 -12%
PFSRSONJ
178
Police & Firemen's Retirement System of New Jersey
New Jersey
$5.63M +$18K +51 +0.3%
Holocene Advisors
179
Holocene Advisors
New York
$5.48M +$1.03M +2,916 +24%
Ensign Peak Advisors
180
Ensign Peak Advisors
Utah
$5.41M -$367K -1,039 -7%
VDBMI
181
Van Den Berg Management I
Texas
$5.31M +$406K +1,148 +9%
Nomura Asset Management
182
Nomura Asset Management
Japan
$5.22M +$520K +1,472 +11%
Credit Agricole
183
Credit Agricole
France
$5.2M +$84.8K +240 +2%
IP
184
Interval Partners
New York
$5.19M +$5.04M +14,271 New
Skandinaviska Enskilda Banken (SEB)
185
Skandinaviska Enskilda Banken (SEB)
Sweden
$5.17M +$1.3M +3,682 +35%
OC
186
Oppenheimer & Co
New York
$5.14M -$1.03M -2,924 -17%
Rafferty Asset Management
187
Rafferty Asset Management
New York
$5.12M -$383K -1,083 -7%
Federated Hermes
188
Federated Hermes
Pennsylvania
$5.05M +$718K +2,031 +17%
EGM
189
Engineers Gate Manager
New York
$4.96M +$4.83M +13,662 New
PCM
190
Prana Capital Management
Connecticut
$4.9M -$29.6M -83,809 -86%
RAM
191
Resona Asset Management
Japan
$4.88M +$290K +821 +7%
State of Tennessee, Department of Treasury
192
State of Tennessee, Department of Treasury
Tennessee
$4.86M -$105K -297 -2%
Capstone Investment Advisors
193
Capstone Investment Advisors
New York
$4.84M +$4.03M +11,418 +602%
Nisa Investment Advisors
194
Nisa Investment Advisors
Missouri
$4.78M -$410K -1,160 -8%
PI
195
PGGM Investments
Netherlands
$4.76M
State of New Jersey Common Pension Fund D
196
State of New Jersey Common Pension Fund D
New Jersey
$4.75M -$614K -1,738 -12%
SOMRS
197
State of Michigan Retirement System
Michigan
$4.69M
Mariner
198
Mariner
Kansas
$4.65M -$1.31M -3,700 -22%
ASRS
199
Arizona State Retirement System
Arizona
$4.52M -$49.5K -140 -1%
KBC Group
200
KBC Group
Belgium
$4.51M -$16.3M -46,131 -79%

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.