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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
Los Angeles Capital Management
276
Los Angeles Capital Management
California
$1.49M -$385K -1,171 -20%
YCM
277
Yousif Capital Management
Michigan
$1.49M -$79K -240 -5%
LAM
278
LECAP Asset Management
United Kingdom
$1.46M -$238K -722 -14%
MOACM
279
Mutual of America Capital Management
New York
$1.41M -$58.6K -178 -4%
RFC
280
Regions Financial Corp
Alabama
$1.38M -$239K -725 -15%
Cetera Investment Advisers
281
Cetera Investment Advisers
Illinois
$1.37M -$38.2K -116 -3%
BCI
282
Brinker Capital Investments
Pennsylvania
$1.37M +$264K +802 +24%
First Manhattan
283
First Manhattan
New York
$1.37M
LBC
284
Lowe Brockenbrough & Co
Virginia
$1.37M -$17.1K -52 -1%
TI
285
Trexquant Investment
Connecticut
$1.37M +$1.38M +4,182 New
RSWM
286
Robertson Stephens Wealth Management
California
$1.36M +$1.98K +6 +0.1%
Public Employees Retirement Association of Colorado
287
Public Employees Retirement Association of Colorado
Colorado
$1.34M
Northwestern Mutual Wealth Management
288
Northwestern Mutual Wealth Management
Wisconsin
$1.33M -$9.54K -29 -0.7%
Ensign Peak Advisors
289
Ensign Peak Advisors
Utah
$1.31M +$322K +977 +32%
TCM
290
Twin Capital Management
Pennsylvania
$1.3M +$21.1K +64 +2%
PCM
291
Poehling Capital Management
Wisconsin
$1.28M +$17.4K +53 +1%
VPIM
292
Vanguard Personalized Indexing Management
California
$1.28M +$235K +713 +22%
ECSS
293
Eurizon Capital SGR SpA
$1.27M +$1.28M +3,888 New
Mirae Asset Global ETFs Holdings
294
Mirae Asset Global ETFs Holdings
Hong Kong
$1.27M -$154K -468 -11%
UCI
295
Uncommon Cents Investing
Wisconsin
$1.25M -$21.1K -64 -2%
CL
296
CSS LLC
Illinois
$1.22M -$3.29K -10 -0.3%
SIA
297
Strategic Investment Advisors
Michigan
$1.21M +$519K +1,578 +74%
CFO
298
Callan Family Office
Pennsylvania
$1.18M +$6.58K +20 +0.6%
CA
299
Commerzbank Aktiengesellschaft
Germany
$1.17M +$1.18M +3,576 New
FRM
300
Fox Run Management
Connecticut
$1.15M +$465K +1,413 +66%