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
Holding in Top 10
5
Calls
$143M
Puts
$169M
Top Buyers
| 1 | +$150M | |
| 2 | +$135M | |
| 3 | +$128M | |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
+$106M |
| 5 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$80.3M |
Top Sellers
| 1 | -$428M | |
| 2 | -$153M | |
| 3 | -$95.2M | |
| 4 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$95M |
| 5 |
TD Asset Management
Toronto,
Ontario, Canada
|
-$83.9M |