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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
HW
251
Hancock Whitney
Mississippi
$2.34M +$25.9K +79 +1%
HIMS
252
Hager Investment Management Services
New Hampshire
$2.33M +$8.19K +25 +0.3%
HSBC Holdings
253
HSBC Holdings
United Kingdom
$2.28M +$1.99M +6,075 +408%
Bank of Montreal
254
Bank of Montreal
Ontario, Canada
$2.28M +$104K +319 +4%
AC
255
AXQ Capital
New Jersey
$2.25M +$2.46M +7,526 New
Cetera Investment Advisers
256
Cetera Investment Advisers
Illinois
$2.23M +$144K +441 +6%
OSAM
257
O'Shaughnessy Asset Management
Connecticut
$2.21M -$335K -1,024 -12%
Credit Agricole
258
Credit Agricole
France
$2.18M -$229K -700 -9%
MCM
259
Monument Capital Management
Virginia
$2.14M +$18.7K +57 +0.8%
PCM
260
Princeton Capital Management
New Jersey
$2.13M +$153K +467 +7%
AIP
261
Ameritas Investment Partners
Nebraska
$2.13M +$12.1K +37 +0.5%
KOCAA
262
Knights of Columbus Asset Advisors
Connecticut
$2.11M +$785K +2,397 +51%
DIA
263
Dana Investment Advisors
Wisconsin
$2.03M +$197K +603 +10%
WTA
264
Washington Trust Advisors
Massachusetts
$2.02M -$40.9K -125 -2%
Truist Financial
265
Truist Financial
North Carolina
$2.02M -$704K -2,149 -24%
IMRF
266
Illinois Municipal Retirement Fund
Illinois
$2.02M +$1.15M +3,508 +108%
ACM
267
Aquatic Capital Management
Illinois
$2M +$2.2M +6,707 New
MCM
268
MAI Capital Management
Ohio
$1.96M +$358K +1,092 +20%
RCM
269
Radnor Capital Management
Pennsylvania
$1.93M +$9.82K +30 +0.5%
Prudential Financial
270
Prudential Financial
New Jersey
$1.93M +$1.31M +3,990 +161%
PCA
271
Pallas Capital Advisors
Massachusetts
$1.92M -$82.8K -253 -4%
HNB
272
Huntington National Bank
Ohio
$1.88M +$2.01M +6,143 +3,592%
Pictet Asset Management
273
Pictet Asset Management
Switzerland
$1.87M +$129K +394 +7%
NC
274
Nitorum Capital
New York
$1.86M -$6.67M -20,377 -77%
II
275
Inspire Investing
Idaho
$1.85M -$690K -2,107 -25%