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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
BIG
351
Brooklyn Investment Group
New York
$684K +$434K +1,324 +137%
JF
352
JMN Financial
Ohio
$681K +$16.4K +50 +2%
BFPW
353
BOK Financial Private Wealth
Colorado
$667K -$120K -367 -14%
HWM
354
HB Wealth Management
Georgia
$659K +$1.97K +6 +0.3%
JSW
355
Journey Strategic Wealth
New Jersey
$653K +$54K +165 +8%
BHC
356
Bull Harbor Capital
Maryland
$640K +$702K +2,143 New
SAI
357
Savvy Advisors Inc
New York
$632K +$64.5K +197 +10%
ACP
358
Aviance Capital Partners
Florida
$626K -$9.82K -30 -1%
M&T Bank
359
M&T Bank
New York
$622K -$481K -1,469 -41%
VT
360
Vise Technologies
New York
$615K
KCP
361
Kera Capital Partners
California
$614K -$12.1K -37 -2%
PP
362
PDT Partners
New York
$597K
SF
363
Summit Financial
New Jersey
$593K -$21.3K -65 -3%
FHA
364
Flagship Harbor Advisors
Massachusetts
$593K +$650K +1,986 New
Calamos Advisors
365
Calamos Advisors
Illinois
$583K +$639K +1,953 New
MML Investors Services
366
MML Investors Services
Massachusetts
$583K -$218K -666 -25%
URS
367
Utah Retirement Systems
Utah
$581K
WA
368
Waverly Advisors
Alabama
$570K +$301K +918 +93%
KPWS
369
Kestra Private Wealth Services
Texas
$566K +$620K +1,895 New
CL
370
Choreo LLC
Illinois
$565K +$11.8K +36 +2%
JCM
371
J2 Capital Management
Michigan
$559K
DnB Asset Management
372
DnB Asset Management
Norway
$557K +$611K +1,866 New
HR
373
Hardy Reed
Mississippi
$553K
MSRPS
374
Maryland State Retirement & Pension System
Maryland
$549K
RIL
375
Rothschild Investment LLC
Illinois
$547K +$344K +1,052 +135%