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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
DPW
626
DiNuzzo Private Wealth
Pennsylvania
$2.29K
FMP
627
Financial Management Professionals
Texas
$2.29K
HPC
628
HM Payson & Co
Maine
$2.29K
MAM
629
Marquette Asset Management
Minnesota
$2.29K
JFA
630
JNBA Financial Advisors
Minnesota
$1.96K
JFGIW
631
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.96K
BWA
632
Basecamp Wealth Advisors
Washington
$1.63K +$987 +3 +150%
CC
633
Corsicana & Co
Texas
$1.45K +$1.32K +4 New
HFS
634
Hughes Financial Services
Virginia
$1.31K +$658 +2 +100%
OAJ
635
Ogorek Anthony Joseph
New York
$1K
VAI
636
Vanguard Advisers Inc
Pennsylvania
$999 +$987 +3 New
CA
637
Crewe Advisors
Utah
$981
PMAM
638
Picton Mahoney Asset Management
Ontario, Canada
$981
PWMG
639
Prestige Wealth Management Group
New Jersey
$981
WIM
640
Westside Investment Management
California
$981
AGWCA
641
Annis Gardner Whiting Capital Advisors
Florida
$981 +$329 +1 +50%
BFS
642
Bare Financial Services
Pennsylvania
$981 +$987 +3 New
CWP
643
Clark Wealth Partners
Illinois
$981 +$987 +3 New
EWP
644
Elevation Wealth Partners
California
$981 +$987 +3 New
SGFG
645
Silver Grove Financial Group
New York
$981 +$987 +3 New
DF
646
Dunhill Financial
United Kingdom
$717
KFI
647
Key Financial Inc
Pennsylvania
$654 -$51.7K -157 -99%
HIA
648
HFM Investment Advisors
New Jersey
$654 -$329 -1 -33%
1CP
649
1015 Capital Partners
Pennsylvania
$654
EWM
650
Evolution Wealth Management
Florida
$654