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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 %
LFA
376
Legend Financial Advisors
Pennsylvania
$679K +$3.27K +9 +0.5%
Wealthfront Advisers
377
Wealthfront Advisers
California
$677K -$652K -1,795 -49%
CGH
378
Crossmark Global Holdings
Texas
$674K -$1.05M -2,889 -61%
ECM
379
ExodusPoint Capital Management
New York
$670K -$3.21M -8,833 -83%
BC
380
Bridgefront Capital
Texas
$670K +$670K +1,844 New
HBCM
381
Heron Bay Capital Management
Michigan
$667K +$185K +510 +38%
GCA
382
Greenwood Capital Associates
South Carolina
$667K +$7.99K +22 +1%
NA
383
NewEdge Advisors
Louisiana
$665K -$36K -99 -5%
GAM
384
Gotham Asset Management
New York
$664K -$287K -789 -30%
WIA
385
World Investment Advisors
California
$664K +$278K +765 +72%
MF
386
Magnetar Financial
Illinois
$657K +$657K +1,808 New
TI
387
Tidal Investments
Wisconsin
$656K -$570K -1,568 -46%
YIH
388
Y-Intercept (HK)
Hong Kong
$654K -$524K -1,441 -44%
Vontobel Holding
389
Vontobel Holding
Switzerland
$647K +$13.1K +36 +2%
BC
390
Bayforest Capital
United Kingdom
$647K +$615K +1,693 +1,946%
CTA
391
Chesley Taft & Associates
Illinois
$644K -$92.6K -255 -13%
QCG
392
Quadrant Capital Group
Ohio
$629K +$556K +1,529 +757%
MGP
393
Metis Global Partners
California
$622K -$238K -655 -28%
AAS
394
Avantax Advisory Services
Texas
$612K -$62.1K -171 -9%
UA
395
Unison Advisors
District of Columbia
$608K +$3.27K +9 +0.5%
PWS
396
Peloton Wealth Strategists
Indiana
$604K +$66.5K +183 +12%
KeyBank National Association
397
KeyBank National Association
Ohio
$601K +$122K +337 +26%
WorldQuant Millennium Advisors
398
WorldQuant Millennium Advisors
New York
$599K -$156K -429 -21%
BCWM
399
Bartlett & Co Wealth Management
Ohio
$598K -$27.3K -75 -4%
SC
400
Savant Capital
Illinois
$592K +$106K +293 +22%
14 15
16
17 18