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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
JSSH
326
J. Safra Sarasin Holding
$879K -$18.4K -56 -2%
SFA
327
Sequoia Financial Advisors
Ohio
$873K +$186K +565 +27%
HWM
328
HB Wealth Management
Georgia
$866K +$82.6K +251 +10%
OAM
329
Oxford Asset Management
United Kingdom
$857K +$863K +2,622 New
NB
330
Norinchukin Bank
Japan
$841K -$20.1K -61 -2%
PFPG
331
Pinnacle Financial Partners (Georgia)
Georgia
$840K -$8.56K -26 -1%
CB
332
Commerce Bank
Missouri
$836K -$1.32K -4 -0.2%
SC
333
Shay Capital
New York
$817K +$823K +2,500 New
MSU
334
Mizuho Securities USA
New York
$804K -$196K -597 -20%
LA
335
Lifeworks Advisors
Michigan
$803K +$27K +82 +3%
Neuberger Berman Group
336
Neuberger Berman Group
New York
$793K +$35.5K +108 +5%
GAM
337
Generali Asset Management
Italy
$788K +$794K +2,411 New
LIA
338
LS Investment Advisors
Michigan
$786K -$103K -312 -11%
C
339
Croban
Ohio
$786K +$52.7K +160 +7%
RBI
340
Raiffeisen Bank International
Austria
$781K +$762K +2,314 +2,314%
Tudor Investment Corp
341
Tudor Investment Corp
Connecticut
$767K -$1.3M -3,941 -63%
DWP
342
Daymark Wealth Partners
Ohio
$764K -$2.96K -9 -0.4%
NAM
343
NorthCrest Asset Manangement
Minnesota
$749K -$626K -1,902 -45%
AWE
344
Avidian Wealth Enterprises
Texas
$727K -$1.65K -5 -0.2%
DILIC
345
Dai-ichi Life Insurance Company
Japan
$708K
AAS
346
Ameritas Advisory Services
Nebraska
$708K +$16.1K +49 +2%
MFG
347
Merit Financial Group
Georgia
$691K -$642K -1,950 -48%
OIMU
348
Osmosis Investment Management UK
United Kingdom
$690K +$146K +443 +27%
LSERS
349
Louisiana State Employees Retirement System
Louisiana
$686K
WBC
350
Westpac Banking Corp
Australia
$683K -$23.4K -71 -3%