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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 %
RAM
726
Ramirez Asset Management
New York
– -$268K -740 Closed
WPC
727
Wedmont Private Capital
Pennsylvania
– -$259K -734 Closed
EWA
728
EP Wealth Advisors
California
– -$264K -728 Closed
LAM
729
Lingohr Asset Management
Germany
– -$260K -723 Closed
TPA
730
Trivium Point Advisory
Connecticut
– -$259K -715 Closed
CFGS
731
Concourse Financial Group Securities
Alabama
– -$260K -715 Closed
CFO
732
Callan Family Office
Pennsylvania
– -$251K -692 Closed
GCP
733
GSA Capital Partners
United Kingdom
– -$245K -677 Closed
BOSSRA
734
B.O.S.S. Retirement Advisors
Utah
– -$234K -646 Closed
GM
735
GeoWealth Management
Illinois
– -$234K -645 Closed
CAM
736
Cozad Asset Management
Illinois
– -$230K -635 Closed
FI
737
FWG Investments
Kentucky
– -$224K -617 Closed
AWM
738
Avior Wealth Management
Nebraska
– -$93.2K -257 Closed
CIAM
739
Caitong International Asset Management
Hong Kong
– -$72.9K -201 Closed
AIP
740
Arrowpoint Investment Partners
Singapore
– -$68.9K -190 Closed
Optiver Holding
741
Optiver Holding
Netherlands
– -$51.5K -142 Closed
FA
742
Fedenia Advisers
Wisconsin
– -$40.2K -111 Closed
SAM
743
Synergy Asset Management
Washington
– -$17.2K -44 Closed
PFA
744
Pathway Financial Advisers
Indiana
– -$12.7K -35 Closed
CJ
745
Caitlin John
Michigan
– -$11.6K -32 Closed
AP
746
Atwood & Palmer
Missouri
– -$11.2K -31 Closed
VWM
747
Venturi Wealth Management
Texas
– -$10.2K -28 Closed
KIM
748
Kestra Investment Management
Texas
– -$8.89K -25 Closed
VWWMG
749
Vermillion & White Wealth Management Group
Pennsylvania
– -$4.71K -13 Closed
DRP
750
Decker Retirement Planning
Utah
– -$3.99K -11 Closed
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