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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
PCM
326
PenderFund Capital Management
British Columbia, Canada
$925K +$13.1K +40 +1%
Federated Hermes
327
Federated Hermes
Pennsylvania
$918K +$113K +346 +13%
BP
328
BNP Paribas
France
$905K +$10.2K +31 +1%
Swedbank
329
Swedbank
Sweden
$896K -$22.9K -70 -2%
IB
330
Intrust Bank
Kansas
$888K +$2.62K +8 +0.3%
SAM
331
Securian Asset Management
Minnesota
$863K +$32.7K +100 +4%
EWA
332
EverSource Wealth Advisors
Alabama
$853K +$355K +1,085 +61%
PCM
333
Penserra Capital Management
California
$851K +$623K +1,904 +201%
Aviva
334
Aviva
United Kingdom
$832K -$153K -468 -14%
IPW
335
Impact Partnership Wealth
Georgia
$830K +$120K +366 +15%
Nisa Investment Advisors
336
Nisa Investment Advisors
Missouri
$821K +$10.2K +31 +1%
EH
337
Equitable Holdings
New York
$818K +$2.29K +7 +0.3%
Janney Montgomery Scott
338
Janney Montgomery Scott
Pennsylvania
$812K +$3.6K +11 +0.4%
ORC
339
O'Rourke & Company
Massachusetts
$800K -$16K -49 -2%
GCP
340
GSA Capital Partners
United Kingdom
$790K +$867K +2,648 New
PCM
341
Polymer Capital Management
New York
$788K +$864K +2,639 New
MOS
342
MGO One Seven
Ohio
$781K -$17.4K -53 -2%
VC
343
VarCov Co
Connecticut
$771K +$846K +2,583 New
LAM
344
LECAP Asset Management
United Kingdom
$764K +$838K +2,560 New
Commonwealth Equity Services
345
Commonwealth Equity Services
Massachusetts
$758K -$241K -737 -23%
WA
346
Waddell & Associates
Tennessee
$751K +$459K +1,402 +126%
MIM
347
Morningstar Investment Management
Illinois
$748K +$821K +2,506 New
PC
348
Pier Capital
Connecticut
$744K -$32.7K -100 -4%
DWM
349
Diversify Wealth Management
Utah
$742K +$210K +642 +39%
Osaic Holdings
350
Osaic Holdings
Arizona
$706K -$170K -520 -18%