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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
AIM
426
Aigen Investment Management
New York
$362K -$344K -1,044 -48%
EGA
427
E&G Advisors
Texas
$361K
QCG
428
Quadrant Capital Group
Ohio
$360K +$62.2K +189 +21%
WSC
429
Wellington Shields & Co
New York
$360K
I
430
InceptionR
California
$358K +$360K +1,095 New
O
431
Ossiam
France
$354K -$9.87K -30 -3%
VDBMI
432
Van Den Berg Management I
Texas
$354K -$52K -158 -13%
CG
433
Curat Global
New Hampshire
$351K -$158K -480 -31%
Nomura Holdings
434
Nomura Holdings
Japan
$350K -$60.6K -184 -15%
CCA
435
Checchi Capital Advisers
California
$348K +$32.9K +100 +10%
RS
436
R Squared
Hong Kong
$346K +$147K +447 +73%
BCG
437
BayBridge Capital Group
California
$345K
LPT
438
Legacy Private Trust
Wisconsin
$343K
BFM
439
Boothbay Fund Management
New York
$341K +$343K +1,043 New
AG
440
Algert Global
California
$340K +$42.8K +130 +14%
EC
441
EntryPoint Capital
New York
$339K -$22.7K -69 -6%
Walleye Trading
442
Walleye Trading
New York
$339K -$38.8K -118 -10%
WFP
443
Worthington Financial Partners
Ohio
$339K
CL
444
Choreo LLC
Illinois
$335K +$30.9K +94 +10%
Fifth Third Bancorp
445
Fifth Third Bancorp
Ohio
$333K -$71.4K -217 -18%
DT
446
Diversified Trust
Tennessee
$330K -$658 -2 -0.2%
SO
447
STRS Ohio
Ohio
$324K -$658 -2 -0.2%
SAM
448
Sagewood Asset Management
New York
$318K +$321K +974 New
VSQM
449
V-Square Quantitative Management
Illinois
$316K +$12.2K +37 +4%
EWM
450
Empirical Wealth Management
Washington
$315K +$318K +965 New