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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
CW
651
Curio Wealth
Maryland
$299 +$327 +1 New
MCM
652
MV Capital Management
Maryland
$299 +$327 +1 New
RCM
653
Raleigh Capital Management
North Carolina
$11
Norges Bank
654
Norges Bank
Norway
-$164M -482,617 Closed
ACL
655
Azora Capital LP
Florida
-$40.2M -118,110 Closed
DCM
656
Driehaus Capital Management
Illinois
-$29.5M -86,785 Closed
BCM
657
Basswood Capital Management
New York
-$23.7M -69,797 Closed
JG
658
Jain Global
New York
-$22.7M -66,650 Closed
TCM
659
Thames Capital Management
New Jersey
-$16M -46,881 Closed
CCM
660
Cinctive Capital Management
New York
-$11.1M -32,661 Closed
GIP
661
Granite Investment Partners
California
-$9.73M -28,606 Closed
Two Sigma Advisers
662
Two Sigma Advisers
New York
-$6.46M -19,000 Closed
PIWA
663
Prevail Innovative Wealth Advisors
Kansas
-$4.92M -14,450 Closed
TPM
664
Triasima Portfolio Management
Quebec, Canada
-$4.46M -13,096 Closed
FMI
665
F/M Investments
District of Columbia
-$3.49M -10,253 Closed
LIP
666
Lighthouse Investment Partners
Florida
-$3.33M -9,788 Closed
Walleye Trading
667
Walleye Trading
New York
-$3.1M -9,474 Closed
Verition Fund Management
668
Verition Fund Management
Connecticut
-$3.1M -9,100 Closed
CPC
669
Consolidated Planning Corp
Georgia
-$2.83M -8,325 Closed
LCM
670
Landscape Capital Management
New Jersey
-$2.45M -7,202 Closed
NSUP
671
NLB Skladi upravljanje premozenja
-$2.04M -6,000 Closed
VAS
672
Vestmark Advisory Solutions
Massachusetts
-$1.96M -5,749 Closed
SI
673
Symmetry Investments
Jersey
-$1.46M -4,280 Closed
RCA
674
Runnymede Capital Advisors
Ohio
-$1.23M -3,607 Closed
FRM
675
Fox Run Management
Connecticut
-$1.08M -3,179 Closed