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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
NWAG
376
Net Worth Advisory Group
Utah
$544K +$55.7K +170 +10%
CTC
377
Cetera Trust Company
Minnesota
$543K
APWM
378
Argonautica Private Wealth Management
Massachusetts
$539K
CB
379
Commerce Bank
Missouri
$524K -$7.86K -24 -1%
MLM
380
Mount Lucas Management
Pennsylvania
$514K +$564K +1,723 New
EWM
381
Evercore Wealth Management
New York
$513K
GT
382
Greenleaf Trust
Michigan
$507K -$655 -2 -0.1%
TRCT
383
Tower Research Capital (TRC)
New York
$506K +$139K +425 +33%
EWA
384
EP Wealth Advisors
California
$500K -$7.2K -22 -1%
HIM
385
Hanlon Investment Management
New Jersey
$500K -$11.1K -34 -2%
EMAM
386
Encompass More Asset Management
California
$496K +$545K +1,663 New
BAAM
387
Baker Avenue Asset Management
California
$490K +$538K +1,643 New
JIC
388
Johnson Investment Counsel
Ohio
$489K +$64.2K +196 +14%
PWS
389
Precision Wealth Strategies
Missouri
$487K +$22.6K +69 +4%
C
390
Certuity
Florida
$485K +$125K +381 +31%
WWM
391
Whalen Wealth Management
Nevada
$474K +$256K +781 +97%
CFG
392
Citizens Financial Group
Rhode Island
$472K +$518K +1,581 New
EI
393
Ethic Inc
New York
$469K +$66.1K +202 +15%
EPW
394
Evolve Private Wealth
California
$464K +$97.9K +299 +24%
EW
395
Evoke Wealth
California
$464K +$165K +504 +48%
FTWA
396
Fifth Third Wealth Advisors
Ohio
$459K +$99.2K +303 +25%
SPIA
397
Steward Partners Investment Advisory
New York
$452K +$380K +1,162 +329%
AF
398
Allworth Financial
California
$452K +$230K +702 +87%
CFO
399
Callan Family Office
Pennsylvania
$451K +$4.26K +13 +0.9%
NA
400
NewEdge Advisors
Louisiana
$450K -$75.6K -231 -13%