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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
JMA
351
J.M. Arbour
Maine
$679K +$47.4K +144 +7%
SOW
352
State of Wyoming
Wyoming
$678K +$408K +1,240 +149%
OSAM
353
O'Shaughnessy Asset Management
Connecticut
$675K +$133K +403 +24%
Pacer Advisors
354
Pacer Advisors
Pennsylvania
$664K -$772K -2,347 -54%
MSRPS
355
Maryland State Retirement & Pension System
Maryland
$657K
NMERB
356
New Mexico Educational Retirement Board
New Mexico
$654K
TCM
357
Traynor Capital Management
Pennsylvania
$651K -$66.5K -202 -9%
DWM
358
Dakota Wealth Management
Florida
$643K -$11.5K -35 -2%
ECA
359
Elevated Capital Advisors
Utah
$643K +$82K +249 +14%
CIA
360
Citadel Investment Advisory
Ohio
$641K -$55K -167 -8%
QC
361
Quadrature Capital
United Kingdom
$636K +$640K +1,945 New
P
362
&Partners
Tennessee
$629K +$43.8K +133 +7%
CTA
363
Chesley Taft & Associates
Illinois
$629K
M&T Bank
364
M&T Bank
New York
$621K +$41.5K +126 +7%
PCM
365
Polymer Capital Management
New York
$610K -$104K -317 -15%
IG
366
ING Group
Netherlands
$604K -$29.6K -90 -5%
NC
367
nVerses Capital
Florida
$601K +$605K +1,839 New
CGH
368
Crossmark Global Holdings
Texas
$598K -$23.7K -72 -4%
DIA
369
Dana Investment Advisors
Wisconsin
$594K -$71.4K -217 -11%
Allspring Global Investments
370
Allspring Global Investments
North Carolina
$592K -$658 -2 -0.1%
KF
371
Krilogy Financial
Missouri
$589K -$250K -759 -31%
FDCDDQ
372
Federation des caisses Desjardins du Quebec
Quebec, Canada
$586K +$81.6K +248 +16%
Stifel Financial
373
Stifel Financial
Missouri
$564K -$3.43M -10,430 -86%
PP
374
Prudential plc
United Kingdom
$562K
SC
375
Savant Capital
Illinois
$561K +$300K +913 +114%