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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
VanEck Associates
451
VanEck Associates
New York
$315K +$14.8K +45 +5%
RPCONE
452
Retirement Planning Company of New England
Rhode Island
$315K +$5.59K +17 +2%
GWP
453
Gateway Wealth Partners
Wisconsin
$312K +$314K +954 New
SFI
454
Siemens Fonds Invest
Germany
$310K -$39.2K -119 -11%
CFAM
455
Center For Asset Management
Florida
$305K +$13.8K +42 +5%
TRIA
456
Trail Ridge Investment Advisors
Colorado
$302K -$138K -420 -31%
QCM
457
Qsemble Capital Management
New York
$302K -$4.76M -14,462 -94%
SA
458
Sanctuary Advisors
Indiana
$301K -$405K -1,232 -57%
PAS
459
Park Avenue Securities
New York
$300K +$302K +918 New
ACA
460
Atlas Capital Advisors
Wyoming
$299K
LNWTC
461
Laird Norton Wetherby Trust Company
Washington
$294K -$8.56K -26 -3%
OP
462
Oslo Pensjonsforsikring
$293K +$295K +897 New
FMI
463
Frec Markets Inc
California
$291K +$293K +891 New
SIA
464
Sit Investment Associates
Minnesota
$290K
CCM
465
Coldstream Capital Management
Washington
$288K +$31.9K +97 +12%
AIM
466
Advyzon Investment Management
Illinois
$285K +$12.2K +37 +4%
VT
467
Vise Technologies
New York
$281K
CBA
468
Coastal Bridge Advisors
Connecticut
$281K +$9.87K +30 +4%
Wealthfront Advisers
469
Wealthfront Advisers
California
$273K +$41.8K +127 +18%
HNB
470
Huntington National Bank
Ohio
$272K -$142K -430 -34%
MYAM
471
Meiji Yasuda Asset Management
Japan
$272K -$5.27K -16 -2%
OAM
472
Ostrum Asset Management
France
$266K +$160K +485 +148%
JTF
473
J. Team Financial
Texas
$264K -$28.6K -87 -10%
MC
474
Moors & Cabot
Massachusetts
$255K +$18.4K +56 +8%
PFM
475
Patton Fund Management
Texas
$251K +$20.4K +62 +9%