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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
GIA
301
Gateway Investment Advisers
Ohio
$1.22M +$907K +2,770 +209%
EP
302
Essential Partners
California
$1.2M +$13.4K +41 +1%
SCP
303
Sivia Capital Partners
California
$1.19M +$874K +2,669 +204%
First Eagle Investment Management
304
First Eagle Investment Management
New York
$1.17M -$64.8K -198 -5%
SOADOR
305
State of Alaska Department of Revenue
Alaska
$1.15M
KF
306
Krilogy Financial
Missouri
$1.14M +$20.6K +63 +2%
Alyeska Investment Group
307
Alyeska Investment Group
Illinois
$1.12M +$1.22M +3,741 New
SA
308
Sanctuary Advisors
Indiana
$1.11M +$116K +354 +10%
PNC Financial Services Group
309
PNC Financial Services Group
Pennsylvania
$1.11M +$91K +278 +8%
LWAM
310
Legacy Wealth Asset Management
Minnesota
$1.1M -$44.2K -135 -4%
TCPG
311
Trivant Custom Portfolio Group
California
$1.09M +$11.1K +34 +0.9%
WorldQuant Millennium Advisors
312
WorldQuant Millennium Advisors
New York
$1.08M +$1.18M +3,608 New
BCM
313
Buckhead Capital Management
Georgia
$1.06M
DFCM
314
Dark Forest Capital Management
Puerto Rico
$1.06M +$1.16M +3,540 New
HP
315
Havemeyer Place
Connecticut
$1.02M +$1.12M +3,416 New
SLAM
316
Swiss Life Asset Management
$1.02M +$219K +670 +24%
LFA
317
Legend Financial Advisors
Pennsylvania
$961K +$655 +2 +0.1%
DAS
318
Dynamic Advisor Solutions
Arizona
$958K +$40.9K +125 +4%
IWC
319
Integrated Wealth Concepts
Massachusetts
$951K +$1.04M +3,185 New
Baird Financial Group
320
Baird Financial Group
Wisconsin
$950K
AI
321
Atria Investments
North Carolina
$947K +$8.51K +26 +0.8%
IP
322
Isthmus Partners
Wisconsin
$945K -$98.2K -300 -9%
Allspring Global Investments
323
Allspring Global Investments
North Carolina
$943K -$16K -49 -2%
CCM
324
Coldstream Capital Management
Washington
$940K -$29.1K -89 -3%
NIP
325
Nicholas Investment Partners
California
$937K -$318K -970 -24%