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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 %
AI
426
Atria Investments
North Carolina
$453K -$129K -355 -22%
WA
427
Wealthstar Advisors
Texas
$448K +$94.5K +260 +27%
IMCOOI
428
Investment Management Corp of Ontario (IMCO)
Canada
$446K – – –
AWA
429
Arete Wealth Advisors
Illinois
$446K +$125K +345 +39%
Axa
430
Axa
France
$445K -$65K -179 -13%
Assenagon Asset Management
431
Assenagon Asset Management
Luxembourg
$443K +$25.4K +70 +6%
MA
432
MBA Advisors
Pennsylvania
$443K +$443K +1,219 New
TMAM
433
Tokio Marine Asset Management
Japan
$441K – – –
MG
434
Mather Group
Illinois
$436K -$11.6K -32 -3%
IAA
435
Independent Advisor Alliance
North Carolina
$436K +$22.9K +63 +6%
BCG
436
BayBridge Capital Group
California
$425K -$716K -1,970 -63%
CCA
437
Checchi Capital Advisers
California
$420K -$2.91K -8 -0.7%
Fifth Third Bancorp
438
Fifth Third Bancorp
Ohio
$418K +$63.9K +176 +18%
SC
439
SummitTX Capital
Texas
$415K +$415K +1,142 New
TRIA
440
Trail Ridge Investment Advisors
Colorado
$407K -$110K -303 -21%
AV
441
ASR Vermogensbeheer
Netherlands
$403K +$403K +1,109 New
WSC
442
Wellington Shields & Co
New York
$400K – – –
HNB
443
Huntington National Bank
Ohio
$395K -$23.6K -65 -6%
BOS
444
Bank of Stockton
California
$392K -$21.8K -60 -5%
ACA
445
Atlas Capital Advisors
Wyoming
$379K – – –
William Blair & Company
446
William Blair & Company
Illinois
$378K -$93.7K -258 -20%
OF
447
Optimize Financial
California
$378K +$378K +1,040 New
BBVA
448
Banco Bilbao Vizcaya Argentaria
Spain
$372K +$10.9K +30 +3%
EAM
449
Erste Asset Management
Austria
$362K – – –
CT
450
Colonial Trust
South Carolina
$350K +$133K +367 +61%
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