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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 %
WSFS
551
Wilmington Savings Fund Society
Delaware
$68.3K -$2.54K -7 -4%
MCM
552
MAI Capital Management
Ohio
$60.4K -$5.46K -15 -8%
KFI
553
Key Financial Inc
Pennsylvania
$57.8K – – –
PCM
554
Penserra Capital Management
California
$56K -$37.9K -105 -40%
BGAI
555
Bruce G. Allen Investments
Colorado
$56K +$24.7K +68 +79%
PSFG
556
Park Square Financial Group
Georgia
$55.2K -$49.4K -136 -47%
BIG
557
Brooklyn Investment Group
New York
$53.8K +$10.2K +28 +23%
PFBT
558
Parkside Financial Bank & Trust
Missouri
$45.7K -$3.26K -9 -7%
AAP
559
Arax Advisory Partners
Colorado
$45.4K +$20K +55 +79%
PWAM
560
Private Wealth Asset Management
Iowa
$42.5K +$42.5K +117 New
WTC
561
WhitTier Trust Company
Nevada
$41.8K – – –
SIM
562
Sentry Investment Management
Wisconsin
$41K -$12.1K -37 -23%
MA
563
Montag & Associates
Georgia
$40K – – –
CA
564
Clearstead Advisors
Ohio
$38.9K +$3.63K +10 +10%
TIM
565
Thompson Investment Management
Wisconsin
$37.8K – – –
WA
566
WPG Advisers
Maryland
$37.1K -$3.27K -9 -8%
ZBNA
567
Zions Bancorporation, National Association
Utah
$33.8K +$33.8K +93 New
GWSG
568
GPS Wealth Strategies Group
Colorado
$33.4K -$13.4K -37 -29%
AF
569
Allworth Financial
California
$33.1K +$8.18K +23 +33%
TFGT
570
TS Financial Group (TSFG)
Illinois
$33K +$33K +90 New
EB
571
Eastern Bank
Massachusetts
$32.7K – – –
CH
572
Cromwell Holdings
Wyoming
$30.2K +$363 +1 +1%
SW
573
SVB Wealth
Massachusetts
$30.2K +$30.2K +83 New
Jones Financial Companies
574
Jones Financial Companies
Missouri
$30K -$6.15K -17 -17%
DIP
575
DT Investment Partners
Pennsylvania
$29.8K – – –
21 22
23
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