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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
EPW
701
Evolve Private Wealth
California
-$344K -1,014 Closed
Marshall Wace
702
Marshall Wace
United Kingdom
-$335K -986 Closed
SIP
703
Stoneridge Investment Partners
Pennsylvania
-$332K -978 Closed
GAM
704
Groupama Asset Management
France
-$311K -916 Closed
AWA
705
Arete Wealth Advisors
Illinois
-$309K -912 Closed
VAS
706
Vestmark Advisory Solutions
Massachusetts
-$307K -904 Closed
SC
707
Syon Capital
California
-$281K -827 Closed
CIA
708
Caerus Investment Advisors
Texas
-$278K -818 Closed
KAS
709
Kestra Advisory Services
Texas
-$274K -806 Closed
SCP
710
Sivia Capital Partners
California
-$260K -766 Closed
Simplex Trading
711
Simplex Trading
Illinois
-$249K -757 Closed
KRW
712
Kaufman Rossin Wealth
Florida
-$254K -748 Closed
JTWM
713
Jackson Thornton Wealth Management
Alabama
-$248K -746 Closed
CPA
714
Capital Performance Advisors
California
-$248K -732 Closed
SFWC
715
Strategic Family Wealth Counselors
New Jersey
-$229K -717 Closed
NW
716
NewEdge Wealth
Pennsylvania
-$241K -711 Closed
OR
717
Olympiad Research
Connecticut
-$230K -678 Closed
PCM
718
Prelude Capital Management
New York
-$230K -678 Closed
BFIM
719
Beese Fulmer Investment Management
Ohio
-$219K -644 Closed
TYCC
720
Texas Yale Capital Corp
Florida
-$218K -643 Closed
QCM
721
QRG Capital Management
Illinois
-$218K -642 Closed
SWM
722
Segment Wealth Management
Texas
-$217K -640 Closed
WANY
723
Wealthspire Advisors (New York)
New York
-$217K -639 Closed
GS
724
GTS Securities
New York
-$211K -623 Closed
AWM
725
Axxcess Wealth Management
California
-$210K -618 Closed