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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
EP
526
Essential Partners
California
$64.1K -$132K -400 -67%
CTC
527
Central Trust Company
Missouri
$62.4K -$30.3K -92 -33%
C
528
Covestor
United Kingdom
$59K -$15.5K -47 -21%
RFP
529
Root Financial Partners
California
$53.9K +$22.4K +68 +70%
TWM
530
TopTier Wealth Management
Wisconsin
$52.3K +$52.7K +160 New
IA
531
IFP Advisors
Florida
$47.7K -$117K -354 -71%
BGAI
532
Bruce G. Allen Investments
Colorado
$47.1K
CT
533
Colonial Trust
South Carolina
$41.5K -$139K -421 -77%
WSFS
534
Wilmington Savings Fund Society
Delaware
$37.6K
OL
535
OneFund LLC
Florida
$37.3K -$2.96K -9 -7%
QL
536
Quarry LP
New York
$36.3K +$36.5K +111 New
MA
537
Montag & Associates
Georgia
$36K
TWD
538
True Wealth Design
Ohio
$35.3K -$15.8K -48 -31%
PFBT
539
Parkside Financial Bank & Trust
Missouri
$34K -$3.29K -10 -9%
TIM
540
Thompson Investment Management
Wisconsin
$34K
CA
541
Clearstead Advisors
Ohio
$33K -$337K -1,025 -91%
AAP
542
Arax Advisory Partners
Colorado
$32.6K +$19.1K +58 +149%
AWM
543
Activest Wealth Management
Florida
$32.4K
WA
544
WPG Advisers
Maryland
$31.4K -$3.95K -12 -11%
SS
545
Sunbelt Securities
Texas
$30.1K
CSPIA
546
Cary Street Partners Investment Advisory
Virginia
$30.1K +$16.8K +51 +124%
EB
547
Eastern Bank
Massachusetts
$29.4K
CH
548
Cromwell Holdings
Wyoming
$29.1K +$329 +1 +1%
TFGT
549
TS Financial Group (TSFG)
Illinois
$29K
VNT
550
Vanguard National Trust
Pennsylvania
$27.5K +$27.6K +84 New