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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
CPIG
401
Chicago Partners Investment Group
Illinois
$441K +$156K +473 +59%
Schroder Investment Management Group
402
Schroder Investment Management Group
United Kingdom
$438K -$498K -1,514 -53%
ATC
403
Argent Trust Co
Tennessee
$433K -$4.28K -13 -1%
Vontobel Holding
404
Vontobel Holding
Switzerland
$429K +$43.8K +133 +11%
RP
405
Rowlandmiller & Partners
Georgia
$428K
DC
406
Davenport & Co
Virginia
$427K -$4.28M -12,991 -91%
QT
407
Quantbot Technologies
New York
$421K -$10.5M -31,915 -96%
Baird Financial Group
408
Baird Financial Group
Wisconsin
$420K +$19.4K +59 +5%
FPAS
409
Focus Partners Advisor Solutions
Missouri
$409K -$780K -2,371 -65%
BBVA
410
Banco Bilbao Vizcaya Argentaria
Spain
$408K -$13.8K -42 -3%
SCM
411
Sterling Capital Management
North Carolina
$407K -$46.7M -141,906 -99%
N
412
Natixis
France
$402K -$2.97M -9,037 -88%
Assenagon Asset Management
413
Assenagon Asset Management
Luxembourg
$398K -$118K -358 -23%
NDSIB
414
North Dakota State Investment Board
North Dakota
$396K -$76.4K -232 -16%
Cambridge Investment Research Advisors
415
Cambridge Investment Research Advisors
Iowa
$396K -$36.9K -112 -8%
HW
416
Hancock Whitney
Mississippi
$393K -$42.1K -128 -10%
GI
417
GAMMA Investing
California
$387K +$198K +602 +103%
PFG
418
PAX Financial Group
Texas
$384K -$41.5K -126 -10%
MML Investors Services
419
MML Investors Services
Massachusetts
$380K -$379K -1,153 -50%
MGP
420
Metis Global Partners
California
$380K -$55.6K -169 -13%
Lido Advisors
421
Lido Advisors
California
$377K +$117K +355 +44%
SAM
422
Securian Asset Management
Minnesota
$377K
HI
423
Horizon Investments
North Carolina
$375K +$28.6K +87 +8%
MSA
424
MUFG Securities Americas
New York
$368K -$1.65K -5 -0.4%
Truist Financial
425
Truist Financial
North Carolina
$364K -$23M -69,996 -98%