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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
BH
651
Burk Holdings
Oklahoma
$654 +$658 +2 New
FC
652
Financial Consulate
Maryland
$654 +$658 +2 New
VWM
653
Vermillion Wealth Management
Minnesota
$654 +$658 +2 New
WA
654
Westfuller Advisors
New York
$329
APW
655
Aventura Private Wealth
Florida
$327
M
656
MOTCO
Texas
$327
RPA
657
Redwood Park Advisors
California
$327
SA
658
Seneschal Advisors
Washington
$327
TFM
659
TFC Financial Management
Massachusetts
$327
WA
660
WestEnd Advisors
North Carolina
$327
CW
661
Curio Wealth
Maryland
$327 +$329 +1 New
AIM
662
Anchor Investment Management
South Carolina
$126
YDMI
663
Y.D. More Investments
Israel
$27 -$1.32K -4 -13%
Norges Bank
664
Norges Bank
Norway
-$630M -1,857,307 Closed
Skandinaviska Enskilda Banken (SEB)
665
Skandinaviska Enskilda Banken (SEB)
Sweden
-$54.8M -161,621 Closed
Point72 Asset Management
666
Point72 Asset Management
Connecticut
-$31.5M -92,830 Closed
Artisan Partners
667
Artisan Partners
Wisconsin
-$25M -73,795 Closed
SPS
668
Susquehanna Portfolio Strategies
Pennsylvania
-$11.8M -34,631 Closed
ERSOT
669
Employees Retirement System of Texas
Texas
-$5.28M -15,547 Closed
CLGM
670
Capitolis Liquid Global Markets
New York
-$5.09M -15,000 Closed
LA
671
LBP AM
France
-$4.34M -12,794 Closed
Verition Fund Management
672
Verition Fund Management
Connecticut
-$4.21M -12,408 Closed
FGP
673
Freestone Grove Partners
California
-$4.17M -12,294 Closed
GCM
674
Gator Capital Management
Florida
-$3.25M -9,581 Closed
FAF
675
Första AP-fonden
Sweden
-$3.09M -9,100 Closed