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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 %
GIBU
351
Gulf International Bank (UK)
United Kingdom
$815K -$414K -1,140 -34%
CIA
352
Citadel Investment Advisory
Ohio
$809K – – –
AWE
353
Avidian Wealth Enterprises
Texas
$808K -$64.3K -177 -7%
NB
354
Norinchukin Bank
Japan
$804K +$104K +286 +15%
CIP
355
Capital Insight Partners
Arizona
$792K +$42.9K +118 +6%
SF
356
Synovus Financial
Georgia
$790K -$53.8K -148 -6%
C
357
Croban
Ohio
$788K +$788K +2,168 New
Pacer Advisors
358
Pacer Advisors
Pennsylvania
$784K -$1.35M -3,723 -63%
ECA
359
Elevated Capital Advisors
Utah
$781K -$16K -44 -2%
QIM
360
Quantitative Investment Management
Virginia
$774K +$774K +2,132 New
MLM
361
Mount Lucas Management
Pennsylvania
$764K -$1.14M -3,134 -60%
DIA
362
Dana Investment Advisors
Wisconsin
$757K – – –
PWM
363
Perigon Wealth Management
California
$746K +$59.9K +165 +9%
WWM
364
Waterway Wealth Management
Texas
$744K +$358K +985 +93%
Allspring Global Investments
365
Allspring Global Investments
North Carolina
$733K -$6.65M -18,211 -90%
MSRPS
366
Maryland State Retirement & Pension System
Maryland
$731K -$135K -371 -16%
ONB
367
Old National Bancorp
Indiana
$729K -$279K -769 -28%
NMERB
368
New Mexico Educational Retirement Board
New Mexico
$727K -$36.4K -100 -5%
TA
369
TFB Advisors
Kansas
$717K -$5.81K -16 -0.8%
NRD
370
Nebula Research & Development
New York
$712K -$295K -812 -29%
JFG
371
Jefferies Financial Group
New York
$712K -$4.07M -11,202 -85%
DWM
372
Dakota Wealth Management
Florida
$708K +$1.09K +3 +0.2%
IG
373
ING Group
Netherlands
$701K -$5.09K -14 -0.7%
LG
374
Leuthold Group
Minnesota
$684K -$5.66M -15,582 -89%
SWM
375
Sculati Wealth Management
Michigan
$681K +$266K +732 +64%
13 14
15
16 17