We are live on ! Find out more
EG icon

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
Nisa Investment Advisors
201
Nisa Investment Advisors
Missouri
$4.42M -$73.9K -219 -2%
ASRS
202
Arizona State Retirement System
Arizona
$4.41M +$42.2K +125 +1%
SOMRS
203
State of Michigan Retirement System
Michigan
$4.35M -$67.5K -200 -2%
CAPTRUST Financial Advisors
204
CAPTRUST Financial Advisors
North Carolina
$4.18M +$2.08M +6,165 +107%
GLA
205
Great Lakes Advisors
Illinois
$4.18M -$162K -479 -4%
TAF
206
Tredje AP-fonden
Sweden
$4.16M -$1.05M -3,109 -21%
LF
207
Lansforsakringar Fondforvaltning
Sweden
$4.11M – – –
Canada Pension Plan Investment Board
208
Canada Pension Plan Investment Board
Ontario, Canada
$4.07M -$117K -347 -3%
OIA
209
OneDigital Investment Advisors
Kansas
$4.06M -$35.8K -106 -0.9%
II
210
IFM Investors
Australia
$3.94M – – –
WCM
211
Wedge Capital Management
North Carolina
$3.85M +$257K +760 +7%
MPM
212
Meritage Portfolio Management
Kansas
$3.79M -$382K -1,130 -9%
GAM
213
Gotham Asset Management
New York
$3.77M +$1.13M +3,339 +45%
CNB
214
Czech National Bank
Czech Republic
$3.73M +$86.4K +256 +2%
COPPSERS
215
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.53M -$122K -360 -3%
CSP
216
Cary Street Partners
Virginia
$3.51M -$36.8K -109 -1%
Macquarie Group
217
Macquarie Group
Australia
$3.5M -$4.02M -11,902 -54%
JC
218
JB Capital
Connecticut
$3.37M +$3.25M +9,622 New
VOYA Investment Management
219
VOYA Investment Management
Georgia
$3.33M -$2.46M -7,299 -43%
AM
220
AGF Management
Ontario, Canada
$3.26M +$220K +653 +8%
Focus Partners Wealth
221
Focus Partners Wealth
Massachusetts
$3.18M +$1.75M +5,191 +127%
Public Sector Pension Investment Board (PSP Investments)
222
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.17M +$103K +305 +3%
ProShare Advisors
223
ProShare Advisors
Maryland
$3.15M -$282K -836 -8%
Retirement Systems of Alabama
224
Retirement Systems of Alabama
Alabama
$3.13M -$61.1K -181 -2%
FAF
225
Fjarde Ap-fonden
Sweden
$3.11M -$979K -2,900 -25%
7 8
9
10 11

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.