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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
LI
551
LRI Investments
Florida
$38.5K
FHC
552
First Horizon Corporation
Tennessee
$37.6K
PWPS
553
Pinnacle Wealth Planning Services
Ohio
$36.7K
BIA
554
Bell Investment Advisors
California
$36.4K
Group One Trading
555
Group One Trading
Illinois
$33.7K
P
556
Palladiem
Pennsylvania
$33.5K
ECA
557
Elevated Capital Advisors
Utah
$32.5K
NS
558
NBC Securities
Alabama
$30.4K
OWA
559
Opal Wealth Advisors
New York
$29.3K
KFAS
560
Keating Financial Advisory Services
Kansas
$28.7K
CFO
561
CVA Family Office
Colorado
$28.1K
KAS
562
Kemnay Advisory Services
New York
$28.1K
PFBT
563
Parkside Financial Bank & Trust
Missouri
$27.2K
OCWP
564
Owl Creek Wealth Partners
Colorado
$26K
HC
565
Hurley Capital
New York
$25.9K
CAM
566
Close Asset Management
United Kingdom
$24K
VSQM
567
V-Square Quantitative Management
Illinois
$22.7K
SIC
568
Salem Investment Counselors
North Carolina
$22.4K
Mitsubishi UFJ Asset Management
569
Mitsubishi UFJ Asset Management
Japan
$20.6K
T
570
Tidemark
California
$20.4K
HAP
571
Harbor Asset Planning
Massachusetts
$20K
TPWA
572
Twin Peaks Wealth Advisors
California
$18.8K
MCM
573
Manchester Capital Management
Vermont
$18.2K
WSFS
574
Wilmington Savings Fund Society
Delaware
$17.9K
FFO
575
Fortitude Family Office
Arizona
$17.9K