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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.93B -$19.4M -57,462 -1%
BlackRock
2
BlackRock
New York
$1.19B -$34.6M -102,528 -3%
AQR Capital Management
3
AQR Capital Management
Connecticut
$695M +$280M +830,418 +70%
State Street
4
State Street
Massachusetts
$665M -$4.31M -12,780 -0.7%
VVP
5
Vulcan Value Partners
Alabama
$497M +$58.2M +172,479 +14%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$433M -$73.7M -218,415 -15%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$407M -$15.6M -46,242 -4%
Barrow, Hanley, Mewhinney & Strauss
8
Barrow, Hanley, Mewhinney & Strauss
Texas
$350M +$19.6M +57,907 +6%
AGA
9
Altrinsic Global Advisors
Connecticut
$317M -$10.5M -31,238 -3%
Boston Partners
10
Boston Partners
Massachusetts
$255M +$55.1M +163,316 +29%
Invesco
11
Invesco
Georgia
$236M -$2.25M -6,673 -1%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$228M +$9.99M +29,586 +5%
William Blair Investment Management
13
William Blair Investment Management
Illinois
$228M -$11.6M -34,295 -5%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$166M +$2.83M +8,387 +2%
Morgan Stanley
15
Morgan Stanley
New York
$154M -$1.52M -4,488 -1%
AssetMark Inc
16
AssetMark Inc
California
$148M -$7.83M -23,199 -5%
Northern Trust
17
Northern Trust
Illinois
$144M +$622K +1,843 +0.4%
PCH
18
Polar Capital Holdings
United Kingdom
$144M – – –
DSC
19
Donald Smith & Co
New York
$137M +$27.1M +80,387 +26%
LSV Asset Management
20
LSV Asset Management
Illinois
$136M -$4.2M -12,447 -3%
CIP
21
Champlain Investment Partners
Vermont
$135M +$4.16M +12,331 +3%
Charles Schwab
22
Charles Schwab
California
$120M -$15.9M -46,977 -12%
First Trust Advisors
23
First Trust Advisors
Illinois
$120M -$92.2M -273,003 -44%
Victory Capital Management
24
Victory Capital Management
Texas
$114M +$18.5M +54,901 +20%
UBS AM
25
UBS AM
Illinois
$109M -$14.6M -43,143 -12%
1
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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.