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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
DIP
551
DT Investment Partners
Pennsylvania
$26.8K
TFA
552
Toth Financial Advisory
Virginia
$26.1K -$25.7K -78 -49%
TCA
553
Trifecta Capital Advisors
Illinois
$26.1K
CFO
554
CVA Family Office
Colorado
$24.8K +$16.8K +51 +204%
CAM
555
Chesapeake Asset Management
New York
$24.8K
CPG
556
Cornerstone Planning Group
New Jersey
$24.3K +$2.63K +8 +13%
S
557
Sachetta
Massachusetts
$21.9K +$17.8K +54 +415%
TWC
558
TD Waterhouse Canada
Ontario, Canada
$21K +$21.4K +65 New
MFT
559
Moisand Fitzgerald Tamayo
Florida
$20.9K
PWPS
560
Pinnacle Wealth Planning Services
Ohio
$20.6K -$658 -2 -3%
ZBNA
561
Zions Bancorporation, National Association
Utah
$20.6K +$3.62K +11 +21%
CT
562
Caldwell Trust
Florida
$20.3K
MPWT
563
MassMutual Private Wealth & Trust
Connecticut
$19.9K -$13.8K -42 -41%
CCWM
564
Cassaday & Co Wealth Management
Virginia
$19.6K +$19.7K +60 New
WA
565
Whipplewood Advisors
Colorado
$19.3K +$18.8K +57 +2,850%
PSB
566
Piscataqua Savings Bank
New Hampshire
$18.3K
IAAG
567
Innovative Asset Advisors Group
Connecticut
$17.3K +$17.4K +53 New
TPCW
568
TD Private Client Wealth
New York
$17K -$658 -2 -4%
NWM
569
Nova Wealth Management
Florida
$16.3K
W
570
WealthCollab
Washington
$15.7K +$15.8K +48 New
CMA
571
Cedar Mountain Advisors
Oregon
$15K +$15.1K +46 New
SAM
572
Smartleaf Asset Management
Massachusetts
$14.2K -$4.94K -15 -26%
LI
573
LRI Investments
Florida
$13.7K +$987 +3 +8%
GIA
574
GHP Investment Advisors
Colorado
$13.4K
KFAS
575
Keating Financial Advisory Services
Kansas
$13.4K +$4.61K +14 +52%