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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 %
VA
401
Vident Advisory
Georgia
$584K -$2.67M -7,350 -82%
Baird Financial Group
402
Baird Financial Group
Wisconsin
$582K +$146K +401 +33%
JG
403
Jain Global
New York
$573K +$326K +896 +131%
VCA
404
Verdence Capital Advisors
Maryland
$572K +$184K +507 +47%
IC
405
IEQ Capital
California
$565K -$21.1K -58 -4%
BFWM
406
Bright Futures Wealth Management
New York
$558K -$977K -2,850 -64%
QCM
407
Qsemble Capital Management
New York
$550K +$550K +1,514 New
CG
408
Curat Global
New Hampshire
$549K +$549K +1,601 New
AMIM
409
Aull & Monroe Investment Management
Alabama
$545K – – –
TC
410
TownSquare Capital
Utah
$532K +$532K +1,464 New
LWAM
411
Legacy Wealth Asset Management
Minnesota
$527K +$363 +1 +0.1%
MIA
412
MeadowBrook Investment Advisors
Michigan
$523K -$13.8K -38 -3%
FIA
413
Foundations Investment Advisors
Arizona
$523K +$283K +779 +118%
ATC
414
Argent Trust Co
Tennessee
$520K -$38.2K -105 -7%
GT
415
Greenleaf Trust
Michigan
$513K +$72.3K +199 +16%
MFG
416
Merit Financial Group
Georgia
$512K +$512K +1,410 New
OAM
417
Oxford Asset Management
United Kingdom
$505K +$505K +1,391 New
FC
418
Farringdon Capital
United Kingdom
$505K +$505K +1,390 New
MYAM
419
Meiji Yasuda Asset Management
Japan
$503K – – –
Nomura Holdings
420
Nomura Holdings
Japan
$495K -$20.7K -57 -4%
TRCT
421
Tower Research Capital (TRC)
New York
$485K -$658K -1,811 -58%
EP
422
Edgestream Partners
New Jersey
$484K -$2.1M -5,778 -81%
Osaic Holdings
423
Osaic Holdings
Arizona
$467K -$2.07M -5,691 -82%
EGA
424
E&G Advisors
Texas
$460K – – –
RP
425
Rowlandmiller & Partners
Georgia
$460K -$10.9K -30 -2%
15 16
17
18 19