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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 %
FFA
476
Farther Finance Advisors
California
$286K +$215K +589 +305%
ST
477
Somerset Trust
Pennsylvania
$285K +$78.5K +216 +38%
RS
478
R Squared
Hong Kong
$283K +$76.3K +210 +37%
TPW
479
Transatlantique Private Wealth
New York
$283K -$326K -896 -54%
VSQM
480
V-Square Quantitative Management
Illinois
$281K -$3.63K -10 -1%
CCM
481
Coldstream Capital Management
Washington
$280K -$66.1K -182 -19%
MAM
482
MMA Asset Management
Pennsylvania
$279K – – –
MSA
483
MUFG Securities Americas
New York
$276K +$45.8K +126 +20%
RA
484
RFG Advisory
Alabama
$275K +$275K +758 New
S
485
SimplyRich
California
$274K -$208K -573 -43%
OCBCO
486
Oversea-Chinese Banking Corp (OCBC)
Singapore
$272K – – –
CIBC World Market
487
CIBC World Market
Ontario, Canada
$272K +$9.81K +27 +4%
VanEck Associates
488
VanEck Associates
New York
$266K +$19.2K +53 +8%
AA
489
Ancora Advisors
Ohio
$263K – – –
MC
490
Moors & Cabot
Massachusetts
$247K -$9.08K -25 -4%
HA
491
HFG Advisors
Ohio
$245K – – –
PCS
492
Personal CFO Solutions
New Jersey
$243K -$73.4K -202 -23%
RDWM
493
Red Door Wealth Management
Tennessee
$243K – – –
MSFS
494
Main Street Financial Solutions
Pennsylvania
$243K +$5.45K +15 +2%
AAM
495
Advisors Asset Management
Colorado
$237K -$158K -436 -40%
TYCC
496
Texas Yale Capital Corp
Florida
$236K – – –
SCM
497
SCS Capital Management
Massachusetts
$236K +$236K +649 New
HBS
498
Howard Bailey Securities
Indiana
$234K -$48.7K -134 -17%
Lido Advisors
499
Lido Advisors
California
$231K +$1.82K +5 +0.8%
SFS
500
Sowell Financial Services
Arkansas
$231K +$231K +635 New
18 19
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