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Everest Group

663 hedge funds and large institutions have $12B invested in Everest Group in 2026 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 240 increasing their positions, 252 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

5% less repeat investments, than reductions

Existing positions increased: 240 | Existing positions reduced: 252

6% less call options, than puts

Call options by funds: $42.8M | Put options by funds: $45.4M

7% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 83

3% less funds holding

Funds holding: 683663 (-20)

3% less ownership

Funds ownership: 93.72%90.72% (-3%)

10% less capital invested

Capital invested by funds: $13.3B → $12B (-$1.36B)

Holders
663
Holders Change
-20
Holders Change %
-2.93%
% of All Funds
8.17%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
77
Increased
240
Reduced
252
Closed
83
Calls
$42.8M
Puts
$45.4M
Net Calls
-$2.58M
Net Calls Change
-$14.3M
Name Holding Trade Value Shares
Change
Change in
Stake
EI
251
Ethic Inc
New York
$1.89M -$221K -670 -10%
Focus Partners Wealth
252
Focus Partners Wealth
Massachusetts
$1.87M -$753K -2,288 -29%
PAM
253
Panagora Asset Management
Massachusetts
$1.86M -$163K -496 -8%
NIM
254
NEOS Investment Management
Connecticut
$1.85M +$1.31M +3,977 +236%
VF
255
Vest Financial
Virginia
$1.85M +$1.86M +5,653 New
NAM
256
Nissay Asset Management
Japan
$1.83M +$28K +85 +2%
SAM
257
Sompo Asset Management
Japan
$1.83M +$796K +2,418 +76%
WG
258
Winton Group
United Kingdom
$1.81M +$545K +1,657 +43%
IMC Chicago
259
IMC Chicago
Illinois
$1.76M +$1.77M +5,386 New
MIC
260
Meridian Investment Counsel
California
$1.75M +$16.5K +50 +0.9%
PCM
261
Palouse Capital Management
Washington
$1.75M +$166K +505 +10%
KBC Group
262
KBC Group
Belgium
$1.71M -$145K -440 -8%
ACM
263
Aquatic Capital Management
Illinois
$1.7M +$1.71M +5,191 New
TCOT
264
Trust Company of Toledo
Ohio
$1.68M
LIP
265
Lighthouse Investment Partners
Florida
$1.68M +$1.5M +4,544 +757%
EC
266
Estate Counselors
Wisconsin
$1.68M +$1.69M +5,135 New
HA
267
Harbor Advisors
Florida
$1.63M
RC
268
RBF Capital
California
$1.63M
AC
269
Allstate Corporation
Illinois
$1.62M +$642K +1,950 +65%
National Pension Service
270
National Pension Service
South Korea
$1.61M -$12.9M -39,196 -89%
ETC
271
Exchange Traded Concepts
Oklahoma
$1.59M +$122K +370 +8%
SMDAM
272
Sumitomo Mitsui DS Asset Management
Japan
$1.58M
GIA
273
Gateway Investment Advisers
Ohio
$1.58M +$430K +1,306 +37%
OPERF
274
Oregon Public Employees Retirement Fund
Oregon
$1.54M -$27.6K -84 -2%
Nordea Investment Management
275
Nordea Investment Management
Sweden
$1.51M -$149K -454 -9%