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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
GA
501
Greenspring Advisors
Maryland
$230K -$17.4K -53 -6%
AO
502
Advisor OS
Illinois
$226K +$248K +758 New
PCM
503
Parsons Capital Management
Rhode Island
$224K +$246K +750 New
VCM
504
Versant Capital Management
Arizona
$222K +$39.9K +122 +20%
BFIM
505
Beese Fulmer Investment Management
Ohio
$221K +$243K +741 New
CC
506
Cypress Capital
Tennessee
$220K +$14.1K +43 +6%
ACM
507
Aster Capital Management
United Arab Emirates
$216K +$343K +1,047 +2,830%
EWM
508
Empirical Wealth Management
Washington
$216K +$237K +725 New
CIA
509
Concurrent Investment Advisors
Florida
$215K +$235K +719 New
KWM
510
Kingsview Wealth Management
Oregon
$212K -$3.23M -9,862 -93%
M
511
MATAURO
New York
$211K
AHL
512
Abel Hall LLC
Louisiana
$210K -$19K -58 -8%
FM
513
Foster & Motley
Ohio
$209K -$16K -49 -7%
RGF
514
Retirement Guys Formula
Ohio
$207K +$5.24K +16 +2%
SL
515
Sentinus LLC
Illinois
$207K +$227K +692 New
RS
516
R Squared
Hong Kong
$206K +$226K +690 New
I
517
InceptionR
California
$204K -$559K -1,706 -71%
National Bank of Canada
518
National Bank of Canada
Quebec, Canada
$204K -$151K -461 -40%
DWM
519
Destination Wealth Management
California
$203K +$17.7K +54 +9%
NWM
520
Northwest Wealth Management
Iowa
$203K +$223K +680 New
APA
521
Astoria Portfolio Advisors
New York
$203K +$191K +583 New
DA
522
Denali Advisors
California
$200K +$655 +2 +0.3%
CTC
523
Central Trust Company
Missouri
$191K -$16K -49 -7%
CPBTD
524
Central Pacific Bank - Trust Division
Hawaii
$170K +$6.55K +20 +4%
UB
525
UMB Bank
Missouri
$169K +$12.1K +37 +7%