We are live on ! Find out more
EVR icon

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
SI
426
Stephens Inc
Arkansas
$353K +$15.1K +46 +4%
UCFA
427
United Capital Financial Advisors
Texas
$353K +$9.82K +30 +3%
WPC
428
Wedmont Private Capital
Pennsylvania
$352K +$54.4K +166 +18%
KBC Group
429
KBC Group
Belgium
$351K +$30.1K +92 +8%
BHCM
430
Brevan Howard Capital Management
Jersey
$347K +$381K +1,163 New
VEM
431
Vann Equity Management
Texas
$346K +$379K +1,159 New
LNWTC
432
Laird Norton Wetherby Trust Company
Washington
$341K -$9.5K -29 -2%
QI
433
Qtron Investments
Massachusetts
$337K +$369K +1,128 New
AWM
434
AE Wealth Management
Kansas
$334K -$18K -55 -5%
CIBC World Market
435
CIBC World Market
Ontario, Canada
$333K +$58.9K +180 +19%
HFS
436
Hantz Financial Services
Michigan
$332K +$156K +475 +75%
Cambridge Investment Research Advisors
437
Cambridge Investment Research Advisors
Iowa
$331K -$19.3K -59 -5%
P
438
&Partners
Tennessee
$329K +$43.9K +134 +14%
CAG
439
Crestwood Advisors Group
Massachusetts
$326K +$120K +368 +51%
BC
440
Bayforest Capital
United Kingdom
$326K +$152K +463 +73%
LFIA
441
Legacy Financial Independent Advisors
Kentucky
$324K +$355K +1,084 New
NDSIB
442
North Dakota State Investment Board
North Dakota
$322K -$74K -226 -17%
AAP
443
Arax Advisory Partners
Colorado
$315K +$284K +868 +477%
CWM
444
Centurion Wealth Management
Virginia
$313K
BC
445
Bridgefront Capital
Texas
$313K +$149K +456 +77%
VA
446
VestGen Advisors
Illinois
$308K +$295K +902 New
JIC
447
Joel Isaacson & Co
New York
$305K +$655 +2 +0.2%
PCS
448
Private Client Services
Kentucky
$305K -$601K -1,837 -64%
PAS
449
Park Avenue Securities
New York
$304K +$62.5K +191 +23%
QFW
450
QTR Family Wealth
Florida
$304K +$278K +849 New