EG icon

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 %
IPW
451
Impact Partnership Wealth
Georgia
$350K +$350K +963 New
VAG
452
VisionPoint Advisory Group
Texas
$348K +$43.2K +119 +14%
USAA
453
United Services Automobile Association
Texas
$348K +$348K +960 New
SIA
454
Sit Investment Associates
Minnesota
$344K – – –
FFM
455
Forum Financial Management
Illinois
$343K +$2.18K +6 +0.6%
P
456
Pitcairn
Pennsylvania
$340K – – –
VI
457
Vestcor Inc
New Brunswick, Canada
$332K +$1.09K +3 +0.3%
EC
458
EntryPoint Capital
New York
$329K -$48.3K -133 -13%
SFI
459
Siemens Fonds Invest
Germany
$329K – – –
MPM
460
MBB Public Markets
Illinois
$327K +$327K +901 New
SRL
461
Scientech Research LLC
New Jersey
$322K +$118K +325 +58%
MC
462
Machina Capital
France
$319K +$319K +879 New
BCP
463
Blackhawk Capital Partners
Wisconsin
$317K +$60.3K +166 +24%
CAG
464
Csenge Advisory Group
Florida
$313K -$56.4K -161 -15%
KFC
465
Klingenstein Fields & Co
New York
$309K – – –
FHA
466
Flagship Harbor Advisors
Massachusetts
$306K +$10.9K +30 +4%
CGL
467
Clarius Group LLC
Washington
$306K +$1.09K +3 +0.4%
AIM
468
Advyzon Investment Management
Illinois
$303K +$303K +834 New
WI
469
WBI Investments
New Jersey
$303K +$303K +833 New
Walleye Trading
470
Walleye Trading
New York
$302K -$51.6K -142 -15%
HAS
471
Horizon Advisory Services
New York
$299K +$8.72K +24 +3%
VCM
472
Voleon Capital Management
California
$296K -$2.46M -6,770 -89%
UCFA
473
United Capital Financial Advisors
Texas
$294K -$29.1K -80 -9%
CAMG
474
CWA Asset Management Group
Florida
$290K -$32.7K -90 -10%
CBA
475
Coastal Bridge Advisors
Connecticut
$287K +$287K +789 New
17 18
19
20 21