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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
RFP
526
Root Financial Partners
California
$167K +$116K +354 +174%
TPCW
527
TD Private Client Wealth
New York
$166K -$5.57K -17 -3%
BTI
528
Blue Trust Inc
Georgia
$163K -$105K -320 -37%
Twin Tree Management
529
Twin Tree Management
Texas
$160K +$175K +535 New
ZBNA
530
Zions Bancorporation, National Association
Utah
$148K -$823K -2,512 -84%
IA
531
IFP Advisors
Florida
$136K +$73.7K +225 +98%
ERSOT
532
Employees Retirement System of Texas
Texas
$130K +$142K +434 New
TWD
533
True Wealth Design
Ohio
$110K +$38.3K +117 +47%
AA
534
AlphaCentric Advisors
Puerto Rico
$81.2K +$89.1K +272 New
MPWT
535
MassMutual Private Wealth & Trust
Connecticut
$79.7K +$8.51K +26 +11%
Bessemer Group
536
Bessemer Group
New Jersey
$77K +$14.1K +43 +20%
W
537
WealthCollab
Washington
$71K
QC
538
Quent Capital
New York
$70.5K +$39.6K +121 +105%
ECSS
539
Eurizon Capital SGR SpA
$69.1K +$45.5K +139 +136%
S
540
SignatureFD
Georgia
$67.2K -$1.97K -6 -3%
Nomura Asset Management
541
Nomura Asset Management
Japan
$65.7K -$4.04M -12,350 -98%
SAM
542
Smartleaf Asset Management
Massachusetts
$62.4K +$3.27K +10 +5%
PSB
543
Piscataqua Savings Bank
New Hampshire
$53.7K
GIA
544
GHP Investment Advisors
Colorado
$51.3K +$41.6K +127 +282%
CFB
545
Cullen/Frost Bankers
Texas
$49.6K +$12.8K +39 +31%
CMA
546
Cedar Mountain Advisors
Oregon
$49.3K +$54K +165 New
AssetMark Inc
547
AssetMark Inc
California
$47.2K +$982 +3 +2%
LFG
548
Larson Financial Group
Missouri
$45.4K +$36.3K +111 +271%
SOW
549
State of Wyoming
Wyoming
$43.9K -$23.6K -72 -33%
C
550
Covestor
United Kingdom
$41K -$28.5K -87 -39%