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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 %
MCM
626
Manchester Capital Management
Vermont
$3.63K -$1.45K -4 -29%
CTWM
627
Cherry Tree Wealth Management
Minnesota
$3.63K +$3.63K +10 New
WTA
628
Washington Trust Advisors
Massachusetts
$3.45K +$383 +1 +13%
SWM
629
Spire Wealth Management
Virginia
$3.27K -$193K -530 -98%
TWD
630
True Wealth Design
Ohio
$3.27K +$3.27K +9 New
OP
631
ORG Partners
Indiana
$2.92K +$2.92K +8 New
HPC
632
HM Payson & Co
Maine
$2.54K -$1.82K -5 -42%
DPW
633
DiNuzzo Private Wealth
Pennsylvania
$2.54K – – –
SIC
634
SJS Investment Consulting
Ohio
$2.18K -$363 -1 -14%
JFA
635
JNBA Financial Advisors
Minnesota
$2.18K – – –
KWM
636
Kiker Wealth Management
Georgia
$1.82K +$1.82K +5 New
GC
637
Garde Capital
Washington
$1.82K +$1.82K +5 New
RTL
638
Red Tortoise LLC
Georgia
$1.82K +$1.82K +5 New
GEA
639
Glen Eagle Advisors
New Jersey
$1.48K – – –
LWMI
640
Legacy Wealth Management (Idaho)
Idaho
$1.45K – – –
CWC
641
Carolinas Wealth Consulting
North Carolina
$1.45K +$363 +1 +33%
PWMG
642
Prestige Wealth Management Group
New Jersey
$1.09K – – –
SC
643
SouthState Corp
Florida
$1.09K +$1.09K +3 New
DF
644
Dunhill Financial
United Kingdom
$1.05K +$1.05K +3 New
PMAM
645
Picton Mahoney Asset Management
Ontario, Canada
$1K – – –
OAJ
646
Ogorek Anthony Joseph
New York
$1K – – –
AW
647
Avion Wealth
Texas
$1K – – –
CAL
648
Capital Advisors Ltd
Ohio
$1K +$500 +2 +100%
SO
649
Sierra Ocean
California
$727 – – –
NC
650
North Capital
Utah
$727 +$727 +2 New
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