EG icon

Everest Group

662 hedge funds and large institutions have $13.6B invested in Everest Group in 2025 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 262 increasing their positions, 231 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
662
Holders Change
-5
Holders Change %
-0.75%
% of All Funds
8.88%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
81
Increased
262
Reduced
231
Closed
78
Calls
$96.6M
Puts
$67M
Net Calls
+$29.6M
Net Calls Change
+$31.3M
Name Holding Trade Value Shares
Change
Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.89B -$6.02M -17,708 -0.3%
BlackRock
2
BlackRock
New York
$1.19B -$49.1M -144,616 -4%
State Street
3
State Street
Massachusetts
$650M -$8.86M -26,084 -1%
Norges Bank
4
Norges Bank
Norway
$601M +$601M +1,769,309 New
Wellington Management Group
5
Wellington Management Group
Massachusetts
$495M -$35.6M -104,752 -7%
VVP
6
Vulcan Value Partners
Alabama
$436M -$29.3M -83,745 -6%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$414M +$2.13M +6,217 +0.5%
AQR Capital Management
8
AQR Capital Management
Connecticut
$400M +$158M +467,656 +66%
Barrow, Hanley, Mewhinney & Strauss
9
Barrow, Hanley, Mewhinney & Strauss
Texas
$320M +$20.5M +60,191 +7%
AGA
10
Altrinsic Global Advisors
Connecticut
$319M +$86.4M +254,317 +37%
William Blair Investment Management
11
William Blair Investment Management
Illinois
$233M -$5.63M -16,568 -2%
Invesco
12
Invesco
Georgia
$231M -$45.7M -134,371 -16%
Massachusetts Financial Services
13
Massachusetts Financial Services
Massachusetts
$212M +$23.7M +69,636 +13%
First Trust Advisors
14
First Trust Advisors
Illinois
$209M -$94M -276,620 -31%
Boston Partners
15
Boston Partners
Massachusetts
$192M -$44.5M -131,062 -19%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$158M -$27.9M -82,057 -15%
AssetMark Inc
17
AssetMark Inc
California
$152M +$13.4M +39,346 +10%
Morgan Stanley
18
Morgan Stanley
New York
$151M -$7.38M -21,701 -5%
PCH
19
Polar Capital Holdings
United Kingdom
$140M +$5.27M +15,500 +4%
Northern Trust
20
Northern Trust
Illinois
$139M -$9.43M -27,762 -6%
LSV Asset Management
21
LSV Asset Management
Illinois
$136M -$5.96M -17,548 -4%
Charles Schwab
22
Charles Schwab
California
$133M +$1.52M +4,460 +1%
CIP
23
Champlain Investment Partners
Vermont
$126M -$6.4M -18,825 -5%
UBS AM
24
UBS AM
Illinois
$120M -$1.52M -4,480 -1%
Balyasny Asset Management
25
Balyasny Asset Management
Illinois
$114M +$31.2M +91,799 +37%