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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
LFG
576
Larson Financial Group
Missouri
$13.4K +$8.23K +25 +156%
BC
577
Barrett & Company
Rhode Island
$13.1K
MWPCG
578
Measured Wealth Private Client Group
New Hampshire
$13.1K
RS
579
Rakuten Securities
Japan
$13.1K +$3.29K +10 +33%
IRC
580
Investors Research Corp
Georgia
$12.4K
HWP
581
Highline Wealth Partners
California
$11.8K +$11.5K +35 +3,500%
CT
582
Clearstead Trust
Maine
$11.1K +$7.57K +23 +209%
PB
583
Prosperity Bancshares
Texas
$11.1K +$10.9K +33 +3,300%
CJ
584
Caitlin John
Michigan
$10.7K
AIC
585
Archer Investment Corporation
Indiana
$9.81K +$9.87K +30 New
MCM
586
MV Capital Management
Maryland
$9.15K
HI
587
Harbour Investments
Wisconsin
$8.82K -$658 -2 -7%
SC
588
SouthState Corp
Florida
$8.82K
FMII
589
Farmers & Merchants Investments Inc
Nebraska
$8.5K
BIA
590
Bell Investment Advisors
California
$8.17K
PWA
591
Physician Wealth Advisors
Utah
$7.84K +$4.28K +13 +118%
PGAM
592
Princeton Global Asset Management
New Jersey
$7.52K
SS
593
SBI Securities
Japan
$7.46K +$4.61K +14 +156%
LWMI
594
Legacy Wealth Management (Idaho)
Idaho
$6.86K -$3.62K -11 -34%
FIM
595
FWL Investment Management
Texas
$6.86K
MCM
596
Manchester Capital Management
Vermont
$6.86K
FFO
597
Fortitude Family Office
Arizona
$6.86K +$3.95K +12 +133%
FAMI
598
Fideuram Asset Management (Ireland)
$6.72K -$1M -3,044 -99%
HCM
599
Hollencrest Capital Management
California
$6.54K
SIS
600
Sound Income Strategies
Florida
$5.81K -$987 -3 -14%