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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
CH
626
Cromwell Holdings
Wyoming
$1.49K
AGWCA
627
Annis Gardner Whiting Capital Advisors
Florida
$1.49K
FRA
628
Front Row Advisors
California
$1.49K
IPS
629
Investors Portfolio Services
Washington
$1.34K
AW
630
Avion Wealth
Texas
$1K
CAL
631
Capital Advisors Ltd
Ohio
$1K
BGAI
632
Bruce G. Allen Investments
Colorado
$896
AF
633
Advisornet Financial
Minnesota
$896
CA
634
Crewe Advisors
Utah
$896
HIA
635
HFM Investment Advisors
New Jersey
$896
VWM
636
Vermillion Wealth Management
Minnesota
$896
APW
637
Atlantic Private Wealth
North Carolina
$599
S
638
Sachetta
Massachusetts
$598
ACA
639
American Capital Advisory
Idaho
$598
FMP
640
Financial Management Professionals
Texas
$597
BFS
641
Bare Financial Services
Pennsylvania
$597
AWM
642
Abound Wealth Management
Tennessee
$395
SL
643
Salomon & Ludwin
Virginia
$305
LSA
644
Leonteq Securities AG
Switzerland
$299
Kayne Anderson Rudnick Investment Management
645
Kayne Anderson Rudnick Investment Management
California
$299
CJ
646
Caitlin John
Michigan
$299
UFF
647
USA Financial Formulas
Michigan
$299
CW
648
Curio Wealth
Maryland
$299
MCM
649
MV Capital Management
Maryland
$299
RCM
650
Raleigh Capital Management
North Carolina
$11