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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
MCM
576
Manchester Capital Management
Vermont
$18.2K +$327 +1 +2%
WSFS
577
Wilmington Savings Fund Society
Delaware
$17.9K
FFO
578
Fortitude Family Office
Arizona
$17.9K +$655 +2 +3%
TCM
579
Tradewinds Capital Management
Washington
$16.4K
CA
580
CoreCap Advisors
Michigan
$14.7K +$327 +1 +2%
ST
581
Smithfield Trust
Pennsylvania
$13K
SIC
582
SJS Investment Consulting
Ohio
$12.8K -$23.6K -72 -63%
BCWM
583
Bartlett & Co Wealth Management
Ohio
$12.8K
RFG
584
REAP Financial Group
Texas
$12.2K
HI
585
Harbour Investments
Wisconsin
$11.9K -$327 -1 -3%
JWA
586
JFS Wealth Advisors
Pennsylvania
$11.3K +$327 +1 +3%
MG
587
Mather Group
Illinois
$10.1K +$11.1K +34 New
FMII
588
Farmers & Merchants Investments Inc
Nebraska
$9.85K
BL
589
BFSG LLC
California
$9.55K
PWMG
590
Private Wealth Management Group
New Jersey
$9.55K
SA
591
Scarborough Advisors
Maryland
$7.76K
UFPG
592
United Financial Planning Group
New York
$7.76K +$8.51K +26 New
WA
593
Whipplewood Advisors
Colorado
$7.16K +$7.86K +24 New
AA
594
Ancora Advisors
Ohio
$6.87K -$18.7K -57 -71%
TFA
595
Toth Financial Advisory
Virginia
$6.57K
PWMG
596
Prestige Wealth Management Group
New Jersey
$6.27K
PWA
597
Physician Wealth Advisors
Utah
$6.27K +$327 +1 +5%
DB
598
Danske Bank
Denmark
$5.97K -$26.2K -80 -80%
JWM
599
JPL Wealth Management
Colorado
$5.67K +$6.22K +19 New
ANBT
600
American National Bank & Trust
Texas
$5.67K +$5.89K +18 +1,800%