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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
UA
376
Unison Advisors
District of Columbia
$559K +$3.29K +10 +0.6%
TRCT
377
Tower Research Capital (TRC)
New York
$553K -$290K -882 -34%
MSE
378
MUFG Securities EMEA
United Kingdom
$546K -$17.1K -52 -3%
CRC
379
Curi RMB Capital
Illinois
$545K -$47.7K -145 -8%
UCFA
380
United Capital Financial Advisors
Texas
$542K +$310K +941 +131%
AAIS
381
ABN AMRO Investment Solutions
$541K +$50.7K +154 +10%
LSA
382
Leonteq Securities AG
Switzerland
$534K +$318K +965 +144%
MAS
383
Meeder Advisory Services
Ohio
$532K +$168K +509 +45%
FFA
384
Farther Finance Advisors
California
$528K +$19.7K +60 +4%
LWAM
385
Legacy Wealth Asset Management
Minnesota
$528K +$16.8K +51 +3%
Osaic Holdings
386
Osaic Holdings
Arizona
$518K +$86.9K +264 +20%
SCB
387
Saudi Central Bank
Saudi Arabia
$506K +$510K +1,549 New
BCWM
388
Bartlett & Co Wealth Management
Ohio
$502K -$78K -237 -14%
AMIM
389
Aull & Monroe Investment Management
Alabama
$490K
TMAM
390
Tokio Marine Asset Management
Japan
$490K
N
391
Numerai
California
$483K +$173K +526 +55%
HC
392
Henshaw Capital
Massachusetts
$480K
ONB
393
Old National Bancorp
Indiana
$475K -$31.6K -96 -6%
ECM
394
Evergreen Capital Management
Washington
$472K +$476K +1,445 New
OF
395
Optimize Financial
California
$466K +$469K +1,425 New
WorldQuant Millennium Advisors
396
WorldQuant Millennium Advisors
New York
$454K +$457K +1,389 New
ISL
397
Ingalls & Snyder LLC
New York
$452K -$13.2K -40 -3%
SGCM
398
Sanchez Gaunt Capital Management
Nevada
$449K +$453K +1,375 New
TA
399
TFB Advisors
Kansas
$447K -$61.2K -186 -12%
Rockefeller Capital Management
400
Rockefeller Capital Management
New York
$445K -$6.58K -20 -1%