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
I
451
InterCapital
Texas
$299K -$606K -1,850 -65%
CC
452
Courier Capital
New York
$299K
HWMO
453
Heritage Wealth Management (Ohio)
Ohio
$299K
GC
454
Gruss & Co
Florida
$299K +$327K +1,000 New
LCS
455
Levin Capital Strategies
New York
$299K +$327K +1,000 New
FFA
456
Farther Finance Advisors
California
$298K +$60.6K +185 +23%
BAM
457
Belpointe Asset Management
Nevada
$297K -$52.7K -161 -14%
KCM
458
Kendall Capital Management
Maryland
$297K +$83.5K +255 +34%
NW
459
NewEdge Wealth
Pennsylvania
$296K -$41.6K -127 -11%
PA
460
Parallel Advisors
California
$294K +$12.8K +39 +4%
LTAS
461
Linden Thomas Advisory Services
North Carolina
$293K -$7.86K -24 -2%
NFP
462
Narus Financial Partners
Utah
$292K
MAS
463
Meeder Advisory Services
Ohio
$290K +$32.4K +99 +11%
MAP
464
Moody Aldrich Partners
Massachusetts
$288K -$7.2K -22 -2%
SWP
465
Sagespring Wealth Partners
Tennessee
$284K +$982 +3 +0.3%
ECM
466
Evergreen Capital Management
Washington
$284K +$311K +951 New
AIM
467
Advyzon Investment Management
Illinois
$273K +$89.7K +274 +43%
PE
468
PCM Encore
Colorado
$272K +$655 +2 +0.2%
JTWM
469
Jackson Thornton Wealth Management
Alabama
$272K +$35.7K +109 +16%
DP
470
Dundas Partners
United Kingdom
$270K -$53.4K -163 -15%
AFG
471
Atomi Financial Group
New York
$270K -$80.9K -247 -21%
PWG
472
Portside Wealth Group
Utah
$270K -$13.8K -42 -4%
ETC
473
Exchange Traded Concepts
Oklahoma
$269K -$8.51K -26 -3%
BMWM
474
Brown Miller Wealth Management
Virginia
$267K +$21.9K +67 +8%
MYAM
475
Meiji Yasuda Asset Management
Japan
$266K +$1.31K +4 +0.5%