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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
VIA
226
Vanguard Investments Australia
Australia
$2.9M +$3.18M +9,701 New
EIA
227
Emerald Investment Advisers
Pennsylvania
$2.9M +$3.18M +9,699 New
COPPSERS
228
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.89M +$3.93K +12 +0.1%
IIM
229
INTECH Investment Management
Florida
$2.78M +$1.23M +3,750 +67%
SOMRS
230
State of Michigan Retirement System
Michigan
$2.78M +$65.5K +200 +2%
AAM
231
Advisors Asset Management
Colorado
$2.77M +$71.1K +217 +2%
ERIC
232
Eagle Rock Investment Company
Georgia
$2.77M
DCM
233
DGS Capital Management
New Jersey
$2.7M +$250K +764 +9%
GC
234
Guggenheim Capital
Illinois
$2.68M -$1.29M -3,927 -30%
EIM
235
Essex Investment Management
Massachusetts
$2.67M +$55.7K +170 +2%
KK
236
KLP Kapitalforvaltning
Norway
$2.63M +$118K +360 +4%
SDIC
237
South Dakota Investment Council
South Dakota
$2.63M +$655K +2,000 +29%
NMIMC
238
Northwestern Mutual Investment Management Company
Wisconsin
$2.59M +$3.6K +11 +0.1%
Pathstone Holdings
239
Pathstone Holdings
New Jersey
$2.57M +$549K +1,676 +24%
Teacher Retirement System of Texas
240
Teacher Retirement System of Texas
Texas
$2.57M -$747K -2,282 -21%
Northwestern Mutual Wealth Management
241
Northwestern Mutual Wealth Management
Wisconsin
$2.55M +$165K +503 +6%
CF
242
Covea Finance
France
$2.51M -$31.3M -95,500 -92%
HighTower Advisors
243
HighTower Advisors
Illinois
$2.49M +$557K +1,701 +26%
JIR
244
James Investment Research
Ohio
$2.45M +$4.26K +13 +0.2%
NMERB
245
New Mexico Educational Retirement Board
New Mexico
$2.39M
VI
246
Vestcor Inc
New Brunswick, Canada
$2.38M +$1.11M +3,389 +74%
OPERF
247
Oregon Public Employees Retirement Fund
Oregon
$2.37M +$64.5K +197 +3%
STA
248
Summit Trail Advisors
New York
$2.36M +$437K +1,334 +20%
ES
249
Element Squared
Minnesota
$2.36M +$2.58M +7,894 New
AC
250
Allstate Corporation
Illinois
$2.34M +$2.57M +7,842 New