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Everest Group
EG

Overview Fund Activity

667 hedge funds and large institutions have $14.2B invested in Everest Group in 2025 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 230 increasing their positions, 253 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
667
Holders Change
-18
Holders Change %
-2.63%
% of All Funds
9.06%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.11%
New
83
Increased
230
Reduced
253
Closed
89
Calls
$107M
Puts
$109M
Net Calls
-$1.66M
Net Calls Change
-$18.9M

Top Buyers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$320M
2
First Trust Advisors
First Trust Advisors
Illinois
+$159M
3
VVP
Vulcan Value Partners
Alabama
+$127M
4
UBS Group
UBS Group
Switzerland
+$50M
5
PL
Perpetual Ltd
Australia
+$37.9M

Top Sellers

1
CIP
Champlain Investment Partners
Vermont
-$171M
2
Millennium Management
Millennium Management
New York
-$101M
3
Franklin Resources
Franklin Resources
California
-$57.7M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
-$55.4M
5
BNP Paribas Asset Management
BNP Paribas Asset Management
France
-$53.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
KAS
276
Kestra Advisory Services
Texas
$1.7M +$301K +829 +21%
SMDAM
277
Sumitomo Mitsui DS Asset Management
Japan
$1.7M +$23.3K +64 +1%
Mirae Asset Global Investments
278
Mirae Asset Global Investments
South Korea
$1.69M +$238K +658 +16%
BCV
279
Banque Cantonale Vaudoise
Switzerland
$1.69M +$1.69M +4,649 New
Verition Fund Management
280
Verition Fund Management
Connecticut
$1.68M +$609K +1,675 +57%
LBC
281
Lowe Brockenbrough & Co
Virginia
$1.66M -$9.08K -25 -0.5%
Wealth Enhancement Advisory Services
282
Wealth Enhancement Advisory Services
Minnesota
$1.66M -$45.4K -125 -3%
ECM
283
Everence Capital Management
Indiana
$1.63M +$599K +1,650 +58%
Wolverine Trading
284
Wolverine Trading
Illinois
$1.61M -$1.54M -4,255 -49%
1832 Asset Management
285
1832 Asset Management
Ontario, Canada
$1.59M -$32.7K -90 -2%
RSWM
286
Robertson Stephens Wealth Management
California
$1.58M -$20K -55 -1%
N
287
Natixis
France
$1.54M -$2.98M -8,186 -66%
JSSH
288
J. Safra Sarasin Holding
$1.54M -$57.8K -159 -4%
First Manhattan
289
First Manhattan
New York
$1.53M – – –
LA
290
Lifeworks Advisors
Michigan
$1.5M -$4.66M -12,838 -76%
AIM
291
Achmea Investment Management
Netherlands
$1.49M – – –
Public Employees Retirement Association of Colorado
292
Public Employees Retirement Association of Colorado
Colorado
$1.49M – – –
Creative Planning
293
Creative Planning
Kansas
$1.49M +$246K +676 +20%
FM
294
Foster & Motley
Ohio
$1.48M -$367K -1,011 -20%
AC
295
Allstate Corporation
Illinois
$1.48M +$968K +2,665 +191%
DM
296
Delphi Management
Massachusetts
$1.43M -$121K -334 -8%
QOP
297
Quinn Opportunity Partners
Virginia
$1.41M – – –
UIM
298
USS Investment Management
United Kingdom
$1.4M – – –
UCI
299
Uncommon Cents Investing
Wisconsin
$1.38M -$16K -44 -1%
OAM
300
Ostrum Asset Management
France
$1.35M -$859K -2,364 -39%
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