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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
PA
476
Parallel Advisors
California
$251K +$104K +316 +70%
CFO
477
Cambient Family Office
Michigan
$250K +$7.57K +23 +3%
RIL
478
Rothschild Investment LLC
Illinois
$241K -$186K -566 -43%
CIBC World Market
479
CIBC World Market
Ontario, Canada
$241K -$11.2K -34 -4%
BBHC
480
Brown Brothers Harriman & Co
New York
$240K +$185K +563 +329%
BOS
481
Bank of Stockton
California
$239K -$115K -350 -32%
WIA
482
World Investment Advisors
California
$236K -$63.5K -193 -21%
BHCM
483
Brevan Howard Capital Management
Jersey
$232K +$234K +710 New
RDWM
484
Red Door Wealth Management
Tennessee
$231K +$8.89K +27 +4%
TG
485
TCW Group
California
$230K +$11.2K +34 +5%
BIG
486
Brooklyn Investment Group
New York
$227K +$228K +693 New
CWA
487
Canvas Wealth Advisors
Kansas
$226K +$9.21K +28 +4%
ECM
488
Everence Capital Management
Indiana
$222K -$347K -1,055 -61%
FCM
489
Fieldview Capital Management
Michigan
$220K +$221K +673 New
KCP
490
Kera Capital Partners
California
$217K -$30.9K -94 -12%
TAFW
491
Tred Avon Family Wealth
Maryland
$215K +$13.2K +40 +6%
PWM
492
Perigon Wealth Management
California
$208K -$133K -404 -39%
MA
493
MBA Advisors
Pennsylvania
$207K -$33.2K -101 -14%
ST
494
Smithfield Trust
Pennsylvania
$205K
SL
495
Summitry LLC
California
$202K +$203K +618 New
G
496
GenTrust
Florida
$201K -$84.9K -258 -30%
PCS
497
Personal CFO Solutions
New Jersey
$201K -$1.65K -5 -0.8%
William Blair & Company
498
William Blair & Company
Illinois
$200K -$53K -161 -21%
QC
499
Quent Capital
New York
$199K -$35.9K -109 -15%
AF
500
Allworth Financial
California
$190K -$41.8K -127 -18%