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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.03B +$6.13M +17,346 +0.3%
BlackRock
2
BlackRock
New York
$1.32B +$26.4M +74,701 +2%
State Street
3
State Street
Massachusetts
$704M -$1.4M -3,966 -0.2%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$567M -$26M -73,655 -5%
Norges Bank
5
Norges Bank
Norway
$516M +$25.4M +71,964 +5%
VVP
6
Vulcan Value Partners
Alabama
$483M +$124M +350,019 +36%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$441M +$14.6M +41,176 +4%
Franklin Resources
8
Franklin Resources
California
$408M -$56.2M -158,927 -12%
First Trust Advisors
9
First Trust Advisors
Illinois
$324M +$155M +437,895 +96%
Barrow, Hanley, Mewhinney & Strauss
10
Barrow, Hanley, Mewhinney & Strauss
Texas
$320M +$311M +881,483 New
Invesco
11
Invesco
Georgia
$296M -$14.3M -40,522 -5%
AQR Capital Management
12
AQR Capital Management
Connecticut
$258M -$13.4M -37,875 -5%
William Blair Investment Management
13
William Blair Investment Management
Illinois
$255M +$21M +59,524 +9%
Boston Partners
14
Boston Partners
Massachusetts
$253M +$7.93M +22,432 +3%
AGA
15
Altrinsic Global Advisors
Connecticut
$248M +$23.3M +66,041 +11%
Massachusetts Financial Services
16
Massachusetts Financial Services
Massachusetts
$201M +$19.9M +56,410 +11%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$199M -$9M -25,473 -4%
Morgan Stanley
18
Morgan Stanley
New York
$169M -$50.2M -142,056 -23%
Northern Trust
19
Northern Trust
Illinois
$159M +$6.63M +18,755 +4%
LSV Asset Management
20
LSV Asset Management
Illinois
$152M -$5.23M -14,802 -3%
AssetMark Inc
21
AssetMark Inc
California
$148M -$2.97M -8,415 -2%
PCH
22
Polar Capital Holdings
United Kingdom
$144M +$9.28M +26,250 +7%
CIP
23
Champlain Investment Partners
Vermont
$142M -$167M -471,690 -55%
Charles Schwab
24
Charles Schwab
California
$140M +$2.08M +5,894 +2%
N
25
Nuveen
North Carolina
$137M -$77.3M -218,737 -37%

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.