Everest Group
686 hedge funds and large institutions have $14.2B invested in Everest Group in 2026 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 259 increasing their positions, 257 reducing their positions, and 60 closing their positions.
40% more first-time investments, than exits
New positions opened: 84 | Existing positions closed: 60
18% more capital invested
Capital invested by funds: $12B → $14.2B (+$2.2B)
7.64% more ownership
Funds ownership: 90.74% → 98.37% (+7.6%)
3% more funds holding
Funds holding: 668 → 686 (+18)
1% more repeat investments, than reductions
Existing positions increased: 259 | Existing positions reduced: 257
13% less funds holding in top 10
Funds holding in top 10: 8 → 7 (-1)
30% less call options, than puts
Call options by funds: $12.4M | Put options by funds: $17.9M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$169M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
+$108M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$87.9M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$69.3M |
| 5 |
WP
Woodline Partners
San Francisco,
California
|
+$51.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$172M |
| 2 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
-$111M |
| 3 |
UBS AM
Chicago,
Illinois
|
-$107M |
| 4 |
A
AustralianSuper
Melbourne,
Australia
|
-$82.6M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$51.6M |
EG Hedge Fund Activity: Q2 2026 in Review
686 institutional investors reported a position in Everest Group (EG) for Q2 2026, worth a combined $14.2B — up 18% from $12B a quarter earlier.
Buyers outnumbered sellers: 84 funds opened new EG positions and 60 closed out — a net gain of 24 holders — while 259 added to existing stakes and 257 trimmed.
The largest buyer was First Trust Advisors, adding an estimated $169M. The largest seller was Wellington Management Group, cutting an estimated $172M.
- 686 institutional investors held Everest Group (EG) as of Q2 2026, up from 668 in Q1 2026.
- Funds reported $14.2B of Everest Group stock for Q2 2026, up 18% quarter-over-quarter.
- 84 funds opened new Everest Group positions in Q2 2026 and 60 closed out, a net change of +24 holders.
- The largest Everest Group buyer in Q2 2026 was First Trust Advisors, an estimated $169M added.
- The largest Everest Group seller in Q2 2026 was Wellington Management Group, an estimated $172M sold.
Based on aggregated 13F filings for Q2 2026.