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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 %
TFA
576
Toth Financial Advisory
Virginia
$29.1K – – –
TCA
577
Trifecta Capital Advisors
Illinois
$29.1K – – –
HWA
578
Heritage Wealth Advisors
Virginia
$29.1K – – –
SS
579
Sunbelt Securities
Texas
$29.1K – – –
MPWT
580
MassMutual Private Wealth & Trust
Connecticut
$28.7K +$4.36K +12 +18%
WA
581
Whipplewood Advisors
Colorado
$24.3K +$3.96K +13 +19%
MFT
582
Moisand Fitzgerald Tamayo
Florida
$23.3K – – –
UB
583
UMB Bank
Missouri
$22.2K +$11.3K +31 +103%
CPG
584
Cornerstone Planning Group
New Jersey
$21.4K +$21.4K +60 New
PSB
585
Piscataqua Savings Bank
New Hampshire
$20.3K – – –
RTC
586
Riverview Trust Company
Washington
$20K – – –
AAG
587
Armstrong Advisory Group
Massachusetts
$18.5K – – –
CSPIA
588
Cary Street Partners Investment Advisory
Virginia
$17.8K +$3.27K +9 +23%
SAM
589
Smartleaf Asset Management
Massachusetts
$17.6K -$9.89K -27 -36%
1M
590
1248 Management
Missouri
$17.4K +$17.4K +48 New
CFO
591
CVA Family Office
Colorado
$14.9K -$1.45K -4 -9%
GIA
592
GHP Investment Advisors
Colorado
$14.9K – – –
TPCW
593
TD Private Client Wealth
New York
$14.9K – – –
BC
594
Barrett & Company
Rhode Island
$14.5K – – –
IRC
595
Investors Research Corp
Georgia
$13.8K +$12.7K +35 +1,167%
HI
596
Harbour Investments
Wisconsin
$12.7K +$1.45K +4 +13%
HWM
597
Hemington Wealth Management
Virginia
$12K +$4.24K +12 +55%
BIA
598
Bell Investment Advisors
California
$11.3K -$2.91K -8 -21%
RS
599
Rakuten Securities
Japan
$10.9K – – –
CT
600
Clearstead Trust
Maine
$10.9K +$10.9K +30 New
22 23
24
25 26