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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
PA
26
Paralel Advisors
Colorado
$89.6M
UBS Group
27
UBS Group
Switzerland
$87.3M -$19.4M -59,179 -17%
Charles Schwab
28
Charles Schwab
California
$82.2M +$2.66M +8,120 +3%
AIM
29
Artemis Investment Management
United Kingdom
$82.1M +$22.8M +69,495 +34%
SIMG
30
Stephens Investment Management Group
Texas
$77.6M +$4.83M +14,746 +6%
William Blair Investment Management
31
William Blair Investment Management
Illinois
$76.6M -$24.4M -74,551 -23%
Qube Research & Technologies (QRT)
32
Qube Research & Technologies (QRT)
United Kingdom
$74.3M +$80.3M +245,291 +6,865%
VFT
33
Vanguard Fiduciary Trust
Pennsylvania
$71.4M +$78.3M +239,104 New
Bank of America
34
Bank of America
North Carolina
$70.1M -$2.27M -6,921 -3%
Arrowstreet Capital
35
Arrowstreet Capital
Massachusetts
$69.4M +$76.2M +232,571 New
Victory Capital Management
36
Victory Capital Management
Texas
$59.3M +$2.55M +7,784 +4%
Schroder Investment Management Group
37
Schroder Investment Management Group
United Kingdom
$54.5M +$7.4M +22,587 +13%
QCM
38
Quantinno Capital Management
New York
$52.4M +$20.4M +62,154 +55%
Renaissance Technologies
39
Renaissance Technologies
New York
$51.9M +$52.5M +160,260 +1,178%
Rockefeller Capital Management
40
Rockefeller Capital Management
New York
$51.7M -$641K -1,959 -1%
TCM
41
TimesSquare Capital Management
New York
$49.5M -$887K -2,708 -2%
Manulife (Manufacturers Life Insurance)
42
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$48.3M -$101K -307 -0.2%
LP
43
Longaeva Partners
Illinois
$46.9M +$51.5M +157,263 New
Capital International Investors
44
Capital International Investors
California
$46.5M -$3.61M -11,021 -7%
Jacobs Levy Equity Management
45
Jacobs Levy Equity Management
New Jersey
$43.1M +$47.3M +144,432 New
NAMI
46
Nomura Asset Management International
Pennsylvania
$42.3M -$23M -70,118 -33%
TWC
47
TD Waterhouse Canada
Ontario, Canada
$40.9M +$40.1M +122,502 +907%
Franklin Resources
48
Franklin Resources
California
$40M -$6.12M -18,692 -12%
Janus Henderson Group
49
Janus Henderson Group
United Kingdom
$38.2M +$11.4M +34,817 +37%
RA
50
Royce & Associates
New York
$37.8M +$10M +30,669 +32%