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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
KG
601
Kilter Group
New York
$5.56K +$4.61K +14 +467%
DWP
602
Destiny Wealth Partners
Florida
$5.56K +$5.59K +17 New
GSEP
603
Golden State Equity Partners
California
$5.56K +$5.59K +17 New
JWA
604
JFS Wealth Advisors
Pennsylvania
$5.23K -$4.28K -13 -45%
KAS
605
Kemnay Advisory Services
New York
$5.23K +$5.27K +16 New
SGK
606
Steigerwald Gordon & Koch
Virginia
$4.9K
DWM
607
Darwin Wealth Management
Florida
$4.28K -$201K -612 -98%
HIA
608
Harbor Investment Advisory
Maryland
$4.25K
WAS
609
Winch Advisory Services
Wisconsin
$4.25K
PSFG
610
Park Square Financial Group
Georgia
$4.25K +$658 +2 +18%
GKIM
611
GW&K Investment Management
Massachusetts
$4K -$3.29K -10 -43%
TPWA
612
Twin Peaks Wealth Advisors
California
$3.92K +$3.95K +12 New
AWM
613
Abound Wealth Management
Tennessee
$3.6K
BWL
614
Bogart Wealth LLC
Virginia
$3.6K +$2.96K +9 +450%
WSFG
615
Wall Street Financial Group
Illinois
$3.27K +$3.29K +10 New
NSIM
616
North Star Investment Management
Illinois
$3.27K +$658 +2 +25%
AFC
617
Ares Financial Consulting
California
$3.24K
SWM
618
SHP Wealth Management
Massachusetts
$3.05K -$2.3K -7 -44%
PWMG
619
Private Wealth Management Group
New Jersey
$2.94K
RWM
620
Rialto Wealth Management
New York
$2.94K +$1.98K +6 +200%
SWM
621
Spire Wealth Management
Virginia
$2.62K +$987 +3 +60%
BHWM
622
Bay Harbor Wealth Management
Maryland
$2.61K +$1.32K +4 +100%
II
623
Inspire Investing
Idaho
$2.6K
TM
624
Torren Management
California
$2.33K -$1.65K -5 -42%
SSG
625
Summit Securities Group
New York
$2.29K -$17.8K -54 -89%