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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
MYIA
201
Mount Yale Investment Advisors
Colorado
$4.42M -$79.9K -226 -2%
Macquarie Group
202
Macquarie Group
Australia
$4.35M +$276K +780 +7%
MPM
203
Meritage Portfolio Management
Kansas
$4.35M -$28.3K -80 -0.7%
Commonwealth Equity Services
204
Commonwealth Equity Services
Massachusetts
$4.3M -$77.4K -219 -2%
QT
205
Quantbot Technologies
New York
$4.29M -$251K -710 -6%
OIA
206
OneDigital Investment Advisors
Kansas
$4.21M -$28.6K -81 -0.7%
Public Sector Pension Investment Board (PSP Investments)
207
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.16M +$107K +303 +3%
Mirae Asset Global ETFs Holdings
208
Mirae Asset Global ETFs Holdings
Hong Kong
$4.11M +$2.32M +6,554 +137%
GLA
209
Great Lakes Advisors
Illinois
$4.04M +$3.43M +9,701 +685%
LF
210
Lansforsakringar Fondforvaltning
Sweden
$4.01M +$277K +784 +8%
II
211
IFM Investors
Australia
$3.97M
FAF
212
Fjarde Ap-fonden
Sweden
$3.96M -$389K -1,100 -9%
HLCM
213
Hi-Line Capital Management
South Dakota
$3.84M +$80.6K +228 +2%
CA
214
Continuum Advisory
Idaho
$3.78M +$160K +453 +5%
CSP
215
Cary Street Partners
Virginia
$3.74M -$30K -85 -0.8%
ProShare Advisors
216
ProShare Advisors
Maryland
$3.67M -$1.13M -3,193 -24%
SAM
217
Shell Asset Management
Netherlands
$3.65M -$155K -438 -4%
CF
218
Corebridge Financial
Texas
$3.61M -$110K -310 -3%
CNB
219
Czech National Bank
Czech Republic
$3.59M +$195K +552 +6%
WCM
220
Wedge Capital Management
North Carolina
$3.59M +$436K +1,235 +14%
COPPSERS
221
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.57M +$244K +690 +8%
IWC
222
Integrated Wealth Concepts
Massachusetts
$3.48M +$2.81M +7,960 +489%
TC
223
TwinBeech Capital
New York
$3.37M +$3.28M +9,284 New
Retirement Systems of Alabama
224
Retirement Systems of Alabama
Alabama
$3.36M -$24.7K -70 -0.8%
Canada Pension Plan Investment Board
225
Canada Pension Plan Investment Board
Ontario, Canada
$3.26M +$31.5K +89 +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.