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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 %
HWP
651
Highline Wealth Partners
California
$369 – – –
TFM
652
TFC Financial Management
Massachusetts
$364 – – –
MSWM
653
Mowery & Schoenfeld Wealth Management
Illinois
$364 – – –
RPA
654
Redwood Park Advisors
California
$364 – – –
ACA
655
American Capital Advisory
Idaho
$364 +$364 +1 New
HIA
656
HFM Investment Advisors
New Jersey
$364 +$364 +1 New
RWM
657
Rialto Wealth Management
New York
$364 +$364 +1 New
RIL
658
Rothschild Investment LLC
Illinois
$363 -$5.08K -14 -93%
CA
659
CoreCap Advisors
Michigan
$363 -$2.18K -6 -86%
AP
660
Aspect Partners
Virginia
$363 – – –
PWM
661
Parkworth Wealth Management
California
$363 – – –
NC
662
NewSquare Capital
Pennsylvania
$363 – – –
WA
663
WestEnd Advisors
North Carolina
$363 +$363 +1 New
BHWM
664
Bay Harbor Wealth Management
Maryland
$363 +$363 +1 New
SFG
665
Stonebridge Financial Group
Pennsylvania
$363 +$363 +1 New
PWA
666
Principia Wealth Advisory
Texas
$348 +$348 +1 New
AIM
667
Anchor Investment Management
South Carolina
$136 -$135 – –
YDMI
668
Y.D. More Investments
Israel
$62 +$8 +8 +15%
Norges Bank
669
Norges Bank
Norway
– -$489M -1,347,979 Closed
Point72 Asset Management
670
Point72 Asset Management
Connecticut
– -$55.4M -152,712 Closed
BNP Paribas Asset Management
671
BNP Paribas Asset Management
France
– -$53.3M -146,936 Closed
ZDA
672
Zweig-DiMenna Associates
New York
– -$29M -79,909 Closed
WAM
673
Weiss Asset Management
Massachusetts
– -$27M -74,504 Closed
Two Sigma Advisers
674
Two Sigma Advisers
New York
– -$24.8M -68,400 Closed
TCM
675
Teza Capital Management
Illinois
– -$16.7M -46,107 Closed
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