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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
HIA
401
Harbor Investment Advisory
Maryland
$446K -$49.1K -150 -9%
SCM
402
Sterling Capital Management
North Carolina
$433K -$312K -953 -40%
GI
403
GAMMA Investing
California
$433K +$67.8K +207 +17%
TCA
404
Transcend Capital Advisors
New Jersey
$425K +$109K +333 +31%
QCG
405
Quadrant Capital Group
Ohio
$419K -$13.4K -41 -3%
BDFN
406
Bond & Devick Financial Network
Minnesota
$418K
PI
407
PineBridge Investments
New York
$413K +$453K +1,382 New
DC
408
Diametric Capital
Massachusetts
$412K +$452K +1,381 New
FCG
409
Fielder Capital Group
Tennessee
$412K -$4.91K -15 -1%
GLA
410
Great Lakes Advisors
Illinois
$402K -$13.8K -42 -3%
Toronto Dominion Bank
411
Toronto Dominion Bank
Ontario, Canada
$402K -$127K -389 -22%
HEIP
412
Hudson Edge Investment Partners
New Jersey
$400K -$464K -1,416 -51%
CIS
413
Custom Index Systems
New York
$398K +$42.6K +130 +11%
RWM
414
Ritholtz Wealth Management
New York
$395K -$58.9K -180 -12%
ECM
415
Everence Capital Management
Indiana
$389K +$138K +422 +48%
WANY
416
Wealthspire Advisors (New York)
New York
$388K -$51.7K -158 -11%
BEI
417
Benjamin Edwards Inc
Missouri
$386K +$142K +435 +51%
SCM
418
Shelton Capital Management
Colorado
$379K
IWP
419
Insight Wealth Partners
Texas
$374K
FBT
420
First Bank & Trust
South Dakota
$372K +$3.93K +12 +1%
JFG
421
Jefferies Financial Group
New York
$370K -$2.3M -7,036 -85%
NAM
422
NorthCrest Asset Manangement
Minnesota
$366K -$20.3K -62 -5%
MF
423
Magnetar Financial
Illinois
$365K +$400K +1,222 New
Lido Advisors
424
Lido Advisors
California
$359K +$26.8K +82 +7%
CIBC Asset Management
425
CIBC Asset Management
Ontario, Canada
$356K