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 %
ST
501
Smithfield Trust
Pennsylvania
$229K – – –
HI
502
Horizon Investments
North Carolina
$227K +$9.08K +25 +4%
SW
503
Simplicity Wealth
New Jersey
$226K +$226K +621 New
C
504
Covestor
United Kingdom
$224K +$364 +1 +0.2%
BFG
505
Berger Financial Group
Minnesota
$224K -$4.46M -12,265 -95%
QC
506
Quent Capital
New York
$219K -$2.91K -8 -1%
NIM
507
NEOS Investment Management
Connecticut
$218K – – –
LA
508
Legacy Advisors
Pennsylvania
$218K +$11.3K +31 +5%
PCIA
509
Prime Capital Investment Advisors
Kansas
$217K +$217K +598 New
RF
510
Rossby Financial
Florida
$217K +$217K +614 New
PCMC
511
Paragon Capital Management (Colorado)
Colorado
$214K -$40.4K -111 -16%
PAG
512
Private Advisor Group
New Jersey
$214K +$214K +588 New
PA
513
Profund Advisors
Maryland
$214K -$5.45K -15 -2%
BBA
514
Baader Bank Aktiengesellschaft
Germany
$213K +$13.3K +37 +7%
AOWM
515
Alpha Omega Wealth Management
Virginia
$212K -$10.2K -28 -5%
NW
516
NewEdge Wealth
Pennsylvania
$210K +$210K +578 New
AG
517
Ascent Group
Virginia
$209K -$6.9K -19 -3%
DWM
518
Dynasty Wealth Management
Florida
$205K +$205K +564 New
CF
519
Centaurus Financial
California
$202K +$5.81K +16 +3%
DWM
520
Darwin Wealth Management
Florida
$201K – – –
PA
521
Parallel Advisors
California
$198K -$5.81K -16 -3%
BTI
522
Blue Trust Inc
Georgia
$197K +$69.4K +191 +55%
CTC
523
Central Trust Company
Missouri
$188K – – –
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
524
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$186K -$5.63M -15,487 -97%
WB
525
Webster Bank
Connecticut
$182K – – –
19 20
21
22 23