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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
KFI
551
Key Financial Inc
Pennsylvania
$40.9K
AA
552
Addison Advisors
Vermont
$39.4K
LI
553
LRI Investments
Florida
$38.5K
FHC
554
First Horizon Corporation
Tennessee
$37.6K -$15.7K -48 -28%
PWPS
555
Pinnacle Wealth Planning Services
Ohio
$36.7K +$655 +2 +2%
BIA
556
Bell Investment Advisors
California
$36.4K +$5.24K +16 +15%
Group One Trading
557
Group One Trading
Illinois
$33.7K +$21.3K +65 +135%
P
558
Palladiem
Pennsylvania
$33.5K
ECA
559
Elevated Capital Advisors
Utah
$32.5K -$456K -1,393 -93%
NS
560
NBC Securities
Alabama
$30.4K +$327 +1 +1%
OWA
561
Opal Wealth Advisors
New York
$29.3K +$32.1K +98 New
KFAS
562
Keating Financial Advisory Services
Kansas
$28.7K -$3.27K -10 -9%
CFO
563
CVA Family Office
Colorado
$28.1K +$10.5K +32 +52%
KAS
564
Kemnay Advisory Services
New York
$28.1K +$30.8K +94 New
PFBT
565
Parkside Financial Bank & Trust
Missouri
$27.2K -$4.91K -15 -14%
BWA
566
Basecamp Wealth Advisors
Washington
$26.6K +$21.9K +67 +305%
OCWP
567
Owl Creek Wealth Partners
Colorado
$26K +$28.5K +87 New
HC
568
Hurley Capital
New York
$25.9K
CAM
569
Close Asset Management
United Kingdom
$24K
VSQM
570
V-Square Quantitative Management
Illinois
$22.7K
SIC
571
Salem Investment Counselors
North Carolina
$22.4K +$24.6K +75 New
Mitsubishi UFJ Asset Management
572
Mitsubishi UFJ Asset Management
Japan
$20.6K
T
573
Tidemark
California
$20.4K +$22.3K +68 New
HAP
574
Harbor Asset Planning
Massachusetts
$20K
TPWA
575
Twin Peaks Wealth Advisors
California
$18.8K +$20.6K +63 New