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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 %
DADC
326
D.A. Davidson & Co
Montana
$964K +$230K +634 +31%
HighTower Advisors
327
HighTower Advisors
Illinois
$957K -$483K -1,329 -34%
NAM
328
NorthCrest Asset Manangement
Minnesota
$954K +$7.99K +22 +0.8%
Cambridge Investment Research Advisors
329
Cambridge Investment Research Advisors
Iowa
$951K -$124K -340 -11%
CAPTRUST Financial Advisors
330
CAPTRUST Financial Advisors
North Carolina
$942K +$1.82K +5 +0.2%
CL
331
CSS LLC
Illinois
$926K -$233K -640 -20%
Neuberger Berman Group
332
Neuberger Berman Group
New York
$923K +$297K +817 +47%
Focus Partners Wealth
333
Focus Partners Wealth
Massachusetts
$918K -$3.28M -9,025 -78%
PFG
334
PAX Financial Group
Texas
$906K +$36.7K +101 +4%
M&T Bank
335
M&T Bank
New York
$904K +$41K +113 +5%
CB
336
Commerce Bank
Missouri
$891K +$17.4K +48 +2%
DILIC
337
Dai-ichi Life Insurance Company
Japan
$888K – – –
HW
338
Hancock Whitney
Mississippi
$879K -$1.35M -3,719 -61%
MML Investors Services
339
MML Investors Services
Massachusetts
$862K +$223K +615 +35%
IIM
340
Ipswich Investment Management
Massachusetts
$854K +$90.8K +250 +12%
CIBC Private Wealth Group
341
CIBC Private Wealth Group
Georgia
$851K +$26.9K +81 +3%
LSERS
342
Louisiana State Employees Retirement System
Louisiana
$836K – – –
SAM
343
Securian Asset Management
Minnesota
$831K – – –
OTL
344
Oak Thistle LLC
New York
$829K +$829K +2,283 New
OSAM
345
O'Shaughnessy Asset Management
Connecticut
$829K -$30.5K -84 -4%
XT
346
XTX Topco
Cayman Islands
$826K +$826K +2,273 New
CFAM
347
Center For Asset Management
Florida
$823K -$32K -88 -4%
RG
348
Renaissance Group
Kentucky
$820K +$53.8K +148 +7%
HWM
349
HB Wealth Management
Georgia
$819K -$2.54K -7 -0.3%
DWP
350
Daymark Wealth Partners
Ohio
$817K – – –
12 13
14
15 16