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Everest Group

660 hedge funds and large institutions have $12B invested in Everest Group in 2026 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 239 increasing their positions, 250 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
660
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$42.8M
Puts
$45.4M
Net Calls
Net Calls Change

Top Buyers

1 +$124M
2 +$39.8M
3 +$38.5M
4
Renaissance Technologies
Renaissance Technologies
New York
+$37.9M
5
Goldman Sachs
Goldman Sachs
New York
+$33.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Marshall Wace
701
Marshall Wace
United Kingdom
SIP
702
Stoneridge Investment Partners
Pennsylvania
GAM
703
Groupama Asset Management
France
AWA
704
Arete Wealth Advisors
Illinois
VAS
705
Vestmark Advisory Solutions
Massachusetts
SC
706
Syon Capital
California
KAS
707
Kestra Advisory Services
Texas
SCP
708
Sivia Capital Partners
California
Simplex Trading
709
Simplex Trading
Illinois
KRW
710
Kaufman Rossin Wealth
Florida
JTWM
711
Jackson Thornton Wealth Management
Alabama
CPA
712
Capital Performance Advisors
California
SFWC
713
Strategic Family Wealth Counselors
New Jersey
NW
714
NewEdge Wealth
Pennsylvania
PCM
715
Prelude Capital Management
New York
OR
716
Olympiad Research
Connecticut
BFIM
717
Beese Fulmer Investment Management
Ohio
TYCC
718
Texas Yale Capital Corp
Florida
QCM
719
QRG Capital Management
Illinois
SWM
720
Segment Wealth Management
Texas
WANY
721
Wealthspire Advisors (New York)
New York
GS
722
GTS Securities
New York
AWM
723
Axxcess Wealth Management
California
EW
724
Evoke Wealth
California
EFS
725
Essex Financial Services
Connecticut