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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
Walleye Capital
276
Walleye Capital
New York
$1.85M -$28.9M -88,309 -93%
SIG
277
Sargent Investment Group
Maryland
$1.84M +$2.29K +7 +0.1%
WTC
278
WhitTier Trust Company
Nevada
$1.78M +$1.88M +5,747 +7,368%
VNA
279
Valley National Advisers
Pennsylvania
$1.67M -$14.1K -43 -0.8%
NAAA
280
New Age Alpha Advisors
New York
$1.64M -$37.7K -115 -2%
FDCDDQ
281
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.63M -$638K -1,949 -26%
SIA
282
Sit Investment Associates
Minnesota
$1.62M +$180K +550 +11%
OAM
283
OP Asset Management
$1.58M +$1.73M +5,282 New
C
284
Croban
Ohio
$1.57M -$34.1K -104 -2%
NFG
285
Nations Financial Group
Iowa
$1.52M +$112K +342 +7%
FPAS
286
Focus Partners Advisor Solutions
Missouri
$1.51M +$370K +1,131 +29%
CCA
287
Catalyst Capital Advisors
New York
$1.5M
USCWA
288
U.S. Capital Wealth Advisors
Texas
$1.47M +$1.61M +4,932 New
CPIG
289
Chicago Partners Investment Group
Illinois
$1.47M +$859K +2,624 +170%
AWM
290
Angeles Wealth Management
California
$1.46M +$25.9K +79 +2%
SPFA
291
Summit Place Financial Advisors
New Jersey
$1.41M +$1.64K +5 +0.1%
TI
292
Tidal Investments
Wisconsin
$1.41M +$1.28M +3,897 +385%
MFG
293
Merit Financial Group
Georgia
$1.4M +$313K +957 +26%
CIP
294
Cornerstone Investment Partners
Georgia
$1.4M +$97.6K +298 +7%
GDP
295
Great Diamond Partners
Maine
$1.39M +$251K +766 +20%
Pacer Advisors
296
Pacer Advisors
Pennsylvania
$1.36M -$23.9K -73 -2%
X
297
Xponance
Pennsylvania
$1.35M +$338K +1,033 +29%
LCM
298
Legato Capital Management
California
$1.35M -$1.06M -3,233 -42%
MAM
299
Martingale Asset Management
Massachusetts
$1.33M +$311K +950 +27%
FDS
300
Freedom Day Solutions
Texas
$1.26M -$27.8K -85 -2%