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Evercore

652 hedge funds and large institutions have $10.5B invested in Evercore in 2026 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 275 increasing their positions, 190 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 275 | Existing positions reduced: 190

37% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 75

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

3% more funds holding

Funds holding: 634652 (+18)

1.33% less ownership

Funds ownership: 90.26%88.93% (-1.3%)

12% less capital invested

Capital invested by funds: $11.9B → $10.5B (-$1.37B)

15% less call options, than puts

Call options by funds: $143M | Put options by funds: $169M

Holders
652
Holders Change
+18
Holders Change %
+2.84%
% of All Funds
8.03%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.06%
New
103
Increased
275
Reduced
190
Closed
75
Calls
$143M
Puts
$169M
Net Calls
-$25.6M
Net Calls Change
-$29.2M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.09B +$62.2M +189,810 +5%
VPM
2
Vanguard Portfolio Management
Pennsylvania
$589M +$646M +1,974,144 New
VCM
3
Vanguard Capital Management
Pennsylvania
$506M +$555M +1,694,949 New
Fidelity Investments
4
Fidelity Investments
Massachusetts
$498M +$135M +413,420 +33%
Invesco
5
Invesco
Georgia
$425M +$26.5M +80,860 +6%
AQR Capital Management
6
AQR Capital Management
Connecticut
$388M +$150M +458,887 +53%
State Street
7
State Street
Massachusetts
$352M +$6.31M +19,281 +2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$311M +$38.8M +118,438 +13%
TD Asset Management
9
TD Asset Management
Ontario, Canada
$286M -$83.9M -256,254 -21%
Morgan Stanley
10
Morgan Stanley
New York
$274M +$75.7M +231,198 +34%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$186M -$428M -1,308,115 -68%
Boston Partners
12
Boston Partners
Massachusetts
$173M -$80M -244,186 -30%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$164M +$5.42M +16,554 +3%
Goldman Sachs
14
Goldman Sachs
New York
$157M +$28.1M +85,685 +20%
JP Morgan Chase
15
JP Morgan Chase
New York
$134M +$10.3M +31,376 +7%
Fisher Asset Management
16
Fisher Asset Management
Washington
$127M +$34.4M +104,914 +33%
BG
17
Bahl & Gaynor
Ohio
$120M -$6.46M -19,735 -5%
Point72 Asset Management
18
Point72 Asset Management
Connecticut
$117M +$128M +390,584 New
Balyasny Asset Management
19
Balyasny Asset Management
Illinois
$110M +$106M +322,934 +700%
Northern Trust
20
Northern Trust
Illinois
$107M +$12M +36,729 +11%
Primecap Management
21
Primecap Management
California
$106M +$43.8M +133,900 +61%
Fuller & Thaler Asset Management
22
Fuller & Thaler Asset Management
California
$98.8M +$18M +55,034 +20%
T. Rowe Price Associates
23
T. Rowe Price Associates
Maryland
$97.5M -$95.2M -290,667 -47%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$95.3M -$284K -866 -0.3%
BNP Paribas Asset Management
25
BNP Paribas Asset Management
France
$95.2M +$36.8M +112,410 +54%