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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 %
PS
526
Principal Securities
Iowa
$180K – – –
PEAK6
527
PEAK6
Illinois
$178K -$900K -2,477 -83%
CI
528
CX Institutional
Indiana
$175K +$175K +482 New
GI
529
GAMMA Investing
California
$174K -$23.6K -65 -12%
WBC
530
Westpac Banking Corp
Australia
$171K -$5.09K -14 -3%
GWM
531
Geneos Wealth Management
Colorado
$165K +$81.8K +90 +99%
VCM
532
Versant Capital Management
Arizona
$160K +$72.3K +199 +83%
AIP
533
Ameritas Investment Partners
Nebraska
$159K – – –
SPIA
534
Steward Partners Investment Advisory
New York
$159K +$16K +44 +11%
Simplex Trading
535
Simplex Trading
Illinois
$156K +$156K +430 New
Bessemer Group
536
Bessemer Group
New Jersey
$154K -$1.82K -5 -1%
HFS
537
Hantz Financial Services
Michigan
$154K +$9.83K +27 +7%
CAWM
538
Capital A Wealth Management
Pennsylvania
$138K – – –
GBT
539
Grove Bank & Trust
Florida
$136K -$9.08K -25 -6%
LC
540
Lindbrook Capital
California
$129K +$98.1K +270 +318%
SC
541
Steph & Co
Wisconsin
$120K -$13.4K -37 -10%
S
542
SignatureFD
Georgia
$120K +$1.82K +5 +2%
SOW
543
State of Wyoming
Wyoming
$101K -$503K -1,384 -83%
CI Investments Inc
544
CI Investments Inc
Ontario, Canada
$98K +$6.15K +17 +7%
ADL
545
Asset Dedication LLC
California
$90.8K – – –
TFA
546
Transamerica Financial Advisors
Florida
$87K -$5.08K -14 -6%
EWA
547
EverSource Wealth Advisors
Alabama
$83.6K +$6.9K +19 +9%
PTC
548
Private Trust Company
Ohio
$75.2K +$4K +11 +6%
FFC
549
First Financial Corp
Indiana
$72.7K – – –
QL
550
Quarry LP
New York
$72.3K +$72.3K +199 New
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