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
NG
476
Norden Group
Utah
$266K -$26.2K -80 -8%
ACIM
477
Azimuth Capital Investment Management
Michigan
$266K +$29.5K +90 +11%
PA
478
Profund Advisors
Maryland
$260K +$12.4K +38 +5%
DWP
479
Daymark Wealth Partners
Ohio
$256K +$281K +858 New
SC
480
Savant Capital
Illinois
$254K +$72.7K +222 +35%
IHL
481
Investment House LLC
California
$254K
PPW
482
Parcion Private Wealth
Washington
$254K +$4.26K +13 +2%
OC
483
Oppenheimer & Co
New York
$253K
CPA
484
Capital Performance Advisors
California
$252K +$42.6K +130 +18%
ITG
485
Index Technologies Group
New York
$252K +$51.7K +158 +23%
BPC
486
Banque Pictet & Cie
Switzerland
$252K -$495K -1,513 -64%
OL
487
Optas LLC
Texas
$247K +$61.2K +187 +29%
CA
488
Clearstead Advisors
Ohio
$243K +$201K +615 +311%
IC
489
Inscription Capital
Texas
$241K -$37.3K -114 -12%
EF
490
Empowered Funds
Pennsylvania
$241K -$302K -921 -53%
AFP
491
Ausdal Financial Partners
Iowa
$240K +$41.6K +127 +19%
HH
492
Hilltop Holdings
Texas
$240K -$89.4K -273 -25%
IP
493
Indivisible Partners
Florida
$239K +$262K +801 New
PS
494
Planned Solutions
California
$239K
CRC
495
Curi RMB Capital
Illinois
$236K +$259K +792 New
SF
496
Symphony Financial
Texas
$236K +$260K +793 New
PHS
497
Pekin Hardy Strauss
Illinois
$234K -$93.3K -285 -27%
TCWA
498
Turtle Creek Wealth Advisors
Texas
$231K -$51.1K -156 -17%
SFC
499
SYM Financial Corp
Indiana
$231K +$4.58K +14 +2%
AB
500
ANB Bank
Colorado
$230K +$655 +2 +0.3%