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Evercore

649 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, 274 increasing their positions, 188 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

1.34% less ownership

Funds ownership: 90.26%88.91% (-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
649
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$143M
Puts
$169M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
501
Parsons Capital Management
Rhode Island
$224K
VCM
502
Versant Capital Management
Arizona
$222K
BFIM
503
Beese Fulmer Investment Management
Ohio
$221K
CC
504
Cypress Capital
Tennessee
$220K
ACM
505
Aster Capital Management
United Arab Emirates
$216K
EWM
506
Empirical Wealth Management
Washington
$216K
CIA
507
Concurrent Investment Advisors
Florida
$215K
KWM
508
Kingsview Wealth Management
Oregon
$212K
M
509
MATAURO
New York
$211K
AHL
510
Abel Hall LLC
Louisiana
$210K
FM
511
Foster & Motley
Ohio
$209K
RGF
512
Retirement Guys Formula
Ohio
$207K
SL
513
Sentinus LLC
Illinois
$207K
RS
514
R Squared
Hong Kong
$206K
I
515
InceptionR
California
$204K
National Bank of Canada
516
National Bank of Canada
Quebec, Canada
$204K
DWM
517
Destination Wealth Management
California
$203K
NWM
518
Northwest Wealth Management
Iowa
$203K
APA
519
Astoria Portfolio Advisors
New York
$203K
DA
520
Denali Advisors
California
$200K
CTC
521
Central Trust Company
Missouri
$191K
CPBTD
522
Central Pacific Bank - Trust Division
Hawaii
$170K
UB
523
UMB Bank
Missouri
$169K
RFP
524
Root Financial Partners
California
$167K
TPCW
525
TD Private Client Wealth
New York
$166K