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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
Holders
663
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
EPW
701
Evolve Private Wealth
California
Marshall Wace
702
Marshall Wace
United Kingdom
SIP
703
Stoneridge Investment Partners
Pennsylvania
GAM
704
Groupama Asset Management
France
AWA
705
Arete Wealth Advisors
Illinois
VAS
706
Vestmark Advisory Solutions
Massachusetts
SC
707
Syon Capital
California
CIA
708
Caerus Investment Advisors
Texas
KAS
709
Kestra Advisory Services
Texas
SCP
710
Sivia Capital Partners
California
Simplex Trading
711
Simplex Trading
Illinois
KRW
712
Kaufman Rossin Wealth
Florida
JTWM
713
Jackson Thornton Wealth Management
Alabama
CPA
714
Capital Performance Advisors
California
SFWC
715
Strategic Family Wealth Counselors
New Jersey
NW
716
NewEdge Wealth
Pennsylvania
OR
717
Olympiad Research
Connecticut
PCM
718
Prelude Capital Management
New York
BFIM
719
Beese Fulmer Investment Management
Ohio
TYCC
720
Texas Yale Capital Corp
Florida
QCM
721
QRG Capital Management
Illinois
SWM
722
Segment Wealth Management
Texas
WANY
723
Wealthspire Advisors (New York)
New York
GS
724
GTS Securities
New York
AWM
725
Axxcess Wealth Management
California