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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
EGM
676
Engineers Gate Manager
New York
-$2.99M -8,818 Closed
SLAM
677
Swiss Life Asset Management
-$2.66M -7,833 Closed
CFLC
678
California First Leasing Corp
California
-$2.63M -7,740 Closed
BOTPPF
679
Board of the Pension Protection Fund
United Kingdom
-$1.74M -5,120 Closed
TSS
680
Two Sigma Securities
New York
-$1.55M -4,560 Closed
AIMCA
681
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$1.49M -4,400 Closed
ET
682
Entropy Technologies
New York
-$1.11M -3,281 Closed
IA
683
Icon Advisers
Colorado
-$1.09M -3,200 Closed
PCA
684
Pallas Capital Advisors
Massachusetts
-$1.08M -3,169 Closed
Connor, Clark & Lunn Investment Management (CC&L)
685
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$905K -2,668 Closed
SC
686
SummitTX Capital
Texas
-$771K -2,271 Closed
IIM
687
Ipswich Investment Management
Massachusetts
-$764K -2,250 Closed
CIP
688
Capital Insight Partners
Arizona
-$722K -2,158 Closed
VCA
689
Verdence Capital Advisors
Maryland
-$616K -1,814 Closed
DS
690
DRW Securities
Illinois
-$559K -1,647 Closed
BBA
691
Baader Bank Aktiengesellschaft
Germany
-$541K -1,596 Closed
BEI
692
Benjamin Edwards Inc
Missouri
-$541K -1,593 Closed
AI
693
Atria Investments
North Carolina
-$458K -1,349 Closed
GCA
694
Greenwood Capital Associates
South Carolina
-$452K -1,331 Closed
MIA
695
MeadowBrook Investment Advisors
Michigan
-$419K -1,236 Closed
FFM
696
Forum Financial Management
Illinois
-$416K -1,227 Closed
WWC
697
Waypoint Wealth Counsel
Georgia
-$379K -1,116 Closed
PPW
698
Parcion Private Wealth
Washington
-$375K -1,104 Closed
TCA
699
Transcend Capital Advisors
New Jersey
-$366K -1,079 Closed
ALAM
700
Asahi Life Asset Management
Japan
-$346K -1,020 Closed