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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
AWM
601
Activest Wealth Management
Florida
$5.08K -$2.29K -7 -29%
BWL
602
Bogart Wealth LLC
Virginia
$4.48K +$1.97K +6 +67%
MFT
603
Moisand Fitzgerald Tamayo
Florida
$4.18K
RWM
604
Rialto Wealth Management
New York
$4.18K +$655 +2 +17%
AS
605
Altshuler Shaham
Israel
$4.18K +$327 +1 +8%
IAAG
606
Innovative Asset Advisors Group
Connecticut
$4.18K +$4.58K +14 New
CT
607
Clearstead Trust
Maine
$3.58K +$327 +1 +9%
ACA
608
Atlas Capital Advisors
Wyoming
$3.58K
SS
609
Sunbelt Securities
Texas
$3.28K
SIS
610
Sound Income Strategies
Florida
$3.01K
RF
611
Rossby Financial
Florida
$3.01K +$1.97K +6 +150%
NWM
612
Navigoe Wealth Management
California
$3K
WA
613
WPG Advisers
Maryland
$2.98K
MB
614
MidFirst Bank
Oklahoma
$2.98K +$3.27K +10 New
WA
615
Westfuller Advisors
New York
$2.86K -$327 -1 -9%
HNW
616
High Note Wealth
Minnesota
$2.69K
SC
617
SouthState Corp
Florida
$2.69K +$982 +3 +50%
CPG
618
Cornerstone Planning Group
New Jersey
$2.61K -$1.97K -6 -43%
CFD
619
Creative Financial Designs
Indiana
$2.39K
Q1WB
620
Quest 10 Wealth Builders
Virginia
$2.39K
HFS
621
Hughes Financial Services
Virginia
$2.39K +$327 +1 +14%
BHWM
622
Bay Harbor Wealth Management
Maryland
$2.39K +$1.31K +4 +100%
HWP
623
Highline Wealth Partners
California
$2.39K +$2.62K +8 New
EWP
624
Elevation Wealth Partners
California
$2.09K -$1.97K -6 -46%
DPW
625
DiNuzzo Private Wealth
Pennsylvania
$1.79K