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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
BlackRock
1
BlackRock
New York
$1.08B -$19M -57,718 -2%
VCM
2
Vanguard Capital Management
Pennsylvania
$861M +$867M +2,633,722 New
VPM
3
Vanguard Portfolio Management
Pennsylvania
$709M +$714M +2,168,090 New
State Street
4
State Street
Massachusetts
$605M -$18.6M -56,378 -3%
VVP
5
Vulcan Value Partners
Alabama
$445M -$48.7M -147,875 -10%
AQR Capital Management
6
AQR Capital Management
Connecticut
$445M -$98.8M -300,192 -18%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$386M +$4.48M +13,611 +1%
Barrow, Hanley, Mewhinney & Strauss
8
Barrow, Hanley, Mewhinney & Strauss
Texas
$336M +$26.3M +79,970 +8%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$318M -$79.1M -240,208 -20%
Invesco
10
Invesco
Georgia
$265M +$22.7M +69,081 +9%
AGA
11
Altrinsic Global Advisors
Connecticut
$254M -$28.8M -87,372 -10%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$253M +$38.5M +116,925 +18%
AllianceBernstein
13
AllianceBernstein
Tennessee
$247M +$29.1M +88,369 +14%
Boston Partners
14
Boston Partners
Massachusetts
$166M -$76.7M -232,952 -31%
William Blair Investment Management
15
William Blair Investment Management
Illinois
$165M -$25.7M -78,135 -13%
DSC
16
Donald Smith & Co
New York
$150M +$8.06M +24,479 +6%
HSBC Holdings
17
HSBC Holdings
United Kingdom
$147M +$124M +375,846 +507%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$136M -$4.76M -14,469 -3%
Northern Trust
19
Northern Trust
Illinois
$134M +$2.64M +8,022 +2%
Morgan Stanley
20
Morgan Stanley
New York
$134M -$4.9M -14,882 -3%
PCH
21
Polar Capital Holdings
United Kingdom
$132M
LSV Asset Management
22
LSV Asset Management
Illinois
$126M +$431K +1,310 +0.3%
Charles Schwab
23
Charles Schwab
California
$116M +$3.18M +9,662 +3%
Fuller & Thaler Asset Management
24
Fuller & Thaler Asset Management
California
$115M +$1.91M +5,805 +2%
UBS AM
25
UBS AM
Illinois
$103M +$1.54M +4,676 +2%