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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
MA
626
MCF Advisors
Kentucky
$1.79K +$1.97K +6 New
WETS
627
Wealth Enhancement Trust Services
South Dakota
$1.79K
SEP
628
Signature Equity Partners
Ohio
$1.49K -$4.91K -15 -75%
AGWCA
629
Annis Gardner Whiting Capital Advisors
Florida
$1.49K
CH
630
Cromwell Holdings
Wyoming
$1.49K
FRA
631
Front Row Advisors
California
$1.49K +$1.64K +5 New
IPS
632
Investors Portfolio Services
Washington
$1.34K -$327 -1 -20%
AW
633
Avion Wealth
Texas
$1K -$327 -1 -20%
CAL
634
Capital Advisors Ltd
Ohio
$1K
AF
635
Advisornet Financial
Minnesota
$896
BGAI
636
Bruce G. Allen Investments
Colorado
$896
CA
637
Crewe Advisors
Utah
$896
HIA
638
HFM Investment Advisors
New Jersey
$896
VWM
639
Vermillion Wealth Management
Minnesota
$896 +$982 +3 New
APW
640
Atlantic Private Wealth
North Carolina
$599
ACA
641
American Capital Advisory
Idaho
$598 +$655 +2 New
S
642
Sachetta
Massachusetts
$598 +$655 +2 New
FMP
643
Financial Management Professionals
Texas
$597
BFS
644
Bare Financial Services
Pennsylvania
$597 +$655 +2 New
AWM
645
Abound Wealth Management
Tennessee
$395
SL
646
Salomon & Ludwin
Virginia
$305 -$13.1K -40 -98%
LSA
647
Leonteq Securities AG
Switzerland
$299 -$982 -3 -75%
CJ
648
Caitlin John
Michigan
$299
Kayne Anderson Rudnick Investment Management
649
Kayne Anderson Rudnick Investment Management
California
$299
UFF
650
USA Financial Formulas
Michigan
$299