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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
EW
726
Evoke Wealth
California
-$205K -604 Closed
EFS
727
Essex Financial Services
Connecticut
-$202K -595 Closed
ST
728
Somerset Trust
Pennsylvania
-$202K -594 Closed
FHA
729
Flagship Harbor Advisors
Massachusetts
-$144K -424 Closed
BC
730
Bayforest Capital
United Kingdom
-$126K -370 Closed
SIM
731
Sentry Investment Management
Wisconsin
-$39K -116 Closed
CFB
732
Cullen/Frost Bankers
Texas
-$37.3K -110 Closed
HWA
733
Heritage Wealth Advisors
Virginia
-$27.1K -80 Closed
Optiver Holding
734
Optiver Holding
Netherlands
-$20.7K -61 Closed
LWANC
735
Laurel Wealth Advisors (North Carolina)
North Carolina
-$9.84K -29 Closed
ACM
736
Aster Capital Management
United Arab Emirates
-$7.8K -23 Closed
CIA
737
Cape Investment Advisory
Georgia
-$6.11K -18 Closed
EW
738
Elyxium Wealth
California
-$4.96K -15 Closed
MSWM
739
Mowery & Schoenfeld Wealth Management
Illinois
-$5.09K -15 Closed
HHMI
740
Howard Hughes Medical Institute
Maryland
-$3.05K -9 Closed
HBW
741
Hazlett, Burt & Watson
West Virginia
-$2K -6 Closed
CFG
742
Clayton Financial Group
Missouri
-$1.7K -5 Closed
TPBG
743
Turning Point Benefit Group
Maryland
-$1.02K -3 Closed
WWA
744
Wealth Watch Advisors
Colorado
-$679 -2 Closed
CA
745
CoreCap Advisors
Michigan
-$339 -1 Closed
TC
746
Truvestments Capital
Florida
-$339 -1 Closed
AW
747
Avion Wealth
Texas
+$658 +2 New