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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
Jones Financial Companies
501
Jones Financial Companies
Missouri
$187K -$93.8K -285 -33%
CI
502
CX Institutional
Indiana
$183K -$30.6K -93 -14%
Walleye Capital
503
Walleye Capital
New York
$182K -$75.4K -229 -29%
BTI
504
Blue Trust Inc
Georgia
$180K -$74.7K -227 -29%
WB
505
Webster Bank
Connecticut
$163K
VCM
506
Versant Capital Management
Arizona
$154K +$50.4K +153 +48%
EWA
507
EverSource Wealth Advisors
Alabama
$144K -$205K -623 -59%
CF
508
Centaurus Financial
California
$142K -$1.98K -6 -1%
SPIA
509
Steward Partners Investment Advisory
New York
$141K +$7.24K +22 +5%
BCV
510
Banque Cantonale Vaudoise
Switzerland
$141K +$142K +430 New
AA
511
Ancora Advisors
Ohio
$128K +$3.95K +12 +3%
MG
512
Mather Group
Illinois
$127K +$128K +390 New
ASN
513
Advisory Services Network
Georgia
$127K +$127K +387 New
AIP
514
Ameritas Investment Partners
Nebraska
$123K
NA
515
NewEdge Advisors
Louisiana
$121K -$319K -968 -72%
RF
516
Rossby Financial
Florida
$119K +$21.7K +66 +22%
S
517
SignatureFD
Georgia
$110K +$43.4K +132 +64%
GBT
518
Grove Bank & Trust
Florida
$94.1K -$329 -1 -0.3%
SIC
519
SJS Investment Consulting
Ohio
$82.4K +$38.2K +116 +85%
HFS
520
Hantz Financial Services
Michigan
$82K +$33.9K +103 +70%
ADL
521
Asset Dedication LLC
California
$81.7K
PTC
522
Private Trust Company
Ohio
$80.4K -$2.96K -9 -4%
TFA
523
Transamerica Financial Advisors
Florida
$74.4K -$1.65K -5 -2%
UB
524
UMB Bank
Missouri
$66K +$17.1K +52 +35%
FFC
525
First Financial Corp
Indiana
$65.4K