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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 %
FMII
601
Farmers & Merchants Investments Inc
Nebraska
$9.81K – – –
RA
602
Rise Advisors
New York
$9.81K +$9.81K +27 New
MCM
603
MV Capital Management
Maryland
$9.45K -$363 -1 -4%
JWA
604
JFS Wealth Advisors
Pennsylvania
$9.45K – – –
FHA
605
First Horizon Advisors
Tennessee
$8.72K -$4K -11 -31%
PWMG
606
Private Wealth Management Group
New Jersey
$8.36K -$1.45K -4 -15%
AGWCA
607
Annis Gardner Whiting Capital Advisors
Florida
$8.36K – – –
FFO
608
Fortitude Family Office
Arizona
$8.36K – – –
HFS
609
Hughes Financial Services
Virginia
$8.04K +$8.04K +22 New
LFG
610
Larson Financial Group
Missouri
$7.27K -$6.54K -18 -47%
HCM
611
Hollencrest Capital Management
California
$7.27K – – –
GKIM
612
GW&K Investment Management
Massachusetts
$7K -$4.55K -13 -39%
CB
613
Centennial Bank
Arkansas
$6.54K +$6.54K +18 New
BI
614
Binnacle Investments
Iowa
$6.18K +$6.18K +17 New
SCB
615
Saudi Central Bank
Saudi Arabia
$6.18K +$6.18K +17 New
IA
616
IFP Advisors
Florida
$5.45K +$3.63K +6 +200%
BFPW
617
BOK Financial Private Wealth
Colorado
$5.45K +$5.09K +14 +1,400%
SS
618
SBI Securities
Japan
$5.09K -$26.2K -72 -84%
W
619
WealthCollab
Washington
$5.09K +$1.82K +5 +56%
TWC
620
TD Waterhouse Canada
Ontario, Canada
$4.75K – – –
S
621
Sachetta
Massachusetts
$4.72K – – –
WAS
622
Winch Advisory Services
Wisconsin
$4.72K – – –
GFPC
623
Global Financial Private Client
Florida
$4.72K +$1.82K +5 +63%
FMP
624
Financial Management Professionals
Texas
$4.36K +$1.09K +3 +33%
RA
625
Ransom Advisory
Rhode Island
$4K +$4K +11 New
23 24
25
26 27