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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
CHAM
176
Clear Harbor Asset Management
Connecticut
$6.28M +$512K +1,517 +9%
Asset Management One
177
Asset Management One
Japan
$6.1M -$180K -534 -3%
Ohio Public Employees Retirement System (OPERS)
178
Ohio Public Employees Retirement System (OPERS)
Ohio
$6.03M -$210K -621 -3%
Creative Planning
179
Creative Planning
Kansas
$5.97M +$4.1M +12,154 +248%
NAAA
180
New Age Alpha Advisors
New York
$5.86M -$142K -422 -2%
Schroder Investment Management Group
181
Schroder Investment Management Group
United Kingdom
$5.83M -$67.2K -199 -1%
VI
182
Vestcor Inc
New Brunswick, Canada
$5.65M +$5.14M +15,219 +1,678%
Commonwealth Equity Services
183
Commonwealth Equity Services
Massachusetts
$5.55M -$144K -426 -3%
MSV
184
MN Services Vermogensbeheer
Netherlands
$5.53M – – –
Federated Hermes
185
Federated Hermes
Pennsylvania
$5.49M +$424K +1,255 +9%
Wells Fargo
186
Wells Fargo
California
$5.42M -$344K -1,020 -6%
Stifel Financial
187
Stifel Financial
Missouri
$5.32M -$1.12M -3,327 -18%
NEI
188
Northwest & Ethical Investments
Ontario, Canada
$5.29M -$356K -1,054 -7%
SSA
189
Schonfeld Strategic Advisors
New York
$5.26M +$475K +1,407 +10%
CA
190
Continuum Advisory
Idaho
$5.17M +$478K +1,415 +11%
Jane Street
191
Jane Street
New York
$5.15M -$20.8M -61,637 -81%
IWC
192
Integrated Wealth Concepts
Massachusetts
$5.07M +$867K +2,569 +22%
Nomura Asset Management
193
Nomura Asset Management
Japan
$5.03M -$20.6K -61 -0.4%
OC
194
Oppenheimer & Co
New York
$4.9M -$23.6K -70 -0.5%
Rafferty Asset Management
195
Rafferty Asset Management
New York
$4.89M -$61.1K -181 -1%
IMCOOI
196
Investment Management Corp of Ontario (IMCO)
Canada
$4.82M +$4.3M +12,731 +1,238%
RAM
197
Resona Asset Management
Japan
$4.63M -$417K -1,236 -9%
State of Tennessee, Department of Treasury
198
State of Tennessee, Department of Treasury
Tennessee
$4.61M -$1.3M -3,843 -23%
State of New Jersey Common Pension Fund D
199
State of New Jersey Common Pension Fund D
New Jersey
$4.58M – – –
Arrowstreet Capital
200
Arrowstreet Capital
Massachusetts
$4.43M +$4.27M +12,649 New
6 7
8
9 10

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.