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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
HIM
301
Hillsdale Investment Management
Ontario, Canada
$1.13M +$1.14M +3,450 New
VCM
302
Voleon Capital Management
California
$1.12M +$919K +2,793 +432%
Prudential Financial
303
Prudential Financial
New Jersey
$1.09M -$133K -403 -11%
DADC
304
D.A. Davidson & Co
Montana
$1.08M -$49.4K -150 -4%
TRSOTSOK
305
Teachers Retirement System of the State of Kentucky
Kentucky
$1.08M
AI
306
Atom Investors
Texas
$1.08M +$1.09M +3,298 New
GIBU
307
Gulf International Bank (UK)
United Kingdom
$1.05M +$355K +1,080 +51%
NAMI
308
Nomura Asset Management International
Pennsylvania
$1.05M
HIMCH
309
Hartford Investment Management Co (HIMCO)
Connecticut
$1.04M -$82.3K -250 -7%
Handelsbanken Fonder
310
Handelsbanken Fonder
Sweden
$1.03M -$330K -1,002 -24%
OTL
311
Oak Thistle LLC
New York
$1.02M +$1.03M +3,122 New
SWM
312
Sculati Wealth Management
Michigan
$1M +$27.6K +84 +3%
WIA
313
Wealthedge Investment Advisors
New York
$998K +$1M +3,052 New
HighTower Advisors
314
HighTower Advisors
Illinois
$993K +$369K +1,121 +59%
OC
315
Oppenheimer & Co
New York
$986K +$192K +583 +24%
DM
316
Delphi Management
Massachusetts
$973K -$247K -751 -20%
VA
317
Vident Advisory
Georgia
$947K +$722K +2,193 +311%
IPW
318
Impact Partnership Wealth
Georgia
$932K -$124K -377 -12%
FM
319
Foster & Motley
Ohio
$927K -$72.1K -219 -7%
IAA
320
Independent Advisor Alliance
North Carolina
$926K +$55.6K +169 +6%
Credit Agricole
321
Credit Agricole
France
$923K -$51.7K -157 -5%
CPC
322
Cookson Peirce & Co
Pennsylvania
$918K +$97.1K +295 +12%
HP
323
Havemeyer Place
Connecticut
$914K +$920K +2,795 New
PNC
324
Point Nemo Capital
Texas
$890K +$222K +675 +33%
STA
325
Summit Trail Advisors
New York
$889K +$280K +850 +46%