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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 %
LFAS
701
Level Four Advisory Services
Texas
– -$971K -2,678 Closed
PAS
702
Point72 Asia (Singapore)
Singapore
– -$910K -2,511 Closed
HSA
703
Hussman Strategic Advisors
Maryland
– -$761K -2,100 Closed
CC
704
Centiva Capital
New York
– -$738K -2,035 Closed
SOS
705
Silver Oak Securities
Tennessee
– -$721K -2,005 Closed
RAM
706
Readystate Asset Management
Illinois
– -$630K -1,739 Closed
PTC
707
Petrus Trust Company
Texas
– -$628K -1,732 Closed
FCM
708
Fieldview Capital Management
Michigan
– -$605K -1,668 Closed
CFM
709
Catalyst Funds Management
Australia
– -$507K -1,400 Closed
FHB
710
First Hawaiian Bank
Hawaii
– -$505K -1,392 Closed
APG
711
Abacus Planning Group
South Carolina
– -$469K -1,293 Closed
CSA
712
Cornerstone Select Advisors
Missouri
– -$451K -1,244 Closed
MFIM
713
Mesirow Financial Investment Management
Illinois
– -$388K -1,071 Closed
VIM
714
Vinva Investment Management
Australia
– -$384K -1,069 Closed
BAM
715
Blueshift Asset Management
New Jersey
– -$368K -1,015 Closed
BTW
716
Boston Trust Walden
Massachusetts
– -$362K -1,000 Closed
CCB
717
Cutter & Co Brokerage
Missouri
– -$353K -973 Closed
AA
718
ALPS Advisors
Colorado
– -$332K -917 Closed
PD
719
Point72 (DIFC)
United Arab Emirates
– -$327K -903 Closed
AWA
720
Arkadios Wealth Advisors
Georgia
– -$327K -903 Closed
CCI
721
Credit Capital Investments
New Jersey
– -$326K -900 Closed
AWS
722
Atria Wealth Solutions
New York
– -$325K -897 Closed
AAIS
723
ABN AMRO Investment Solutions
– -$315K -869 Closed
CL
724
Choreo LLC
Illinois
– -$310K -862 Closed
GWM
725
Gitterman Wealth Management
New Jersey
– -$308K -850 Closed
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