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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
SSA
676
Sierra Summit Advisors
Nevada
ECM
677
ExodusPoint Capital Management
New York
FCM
678
Fieldview Capital Management
Michigan
NA
679
NewEdge Advisors
Louisiana
DWM
680
Dakota Wealth Management
Florida
NEI
681
Northwest & Ethical Investments
Ontario, Canada
BRWA
682
B. Riley Wealth Advisors
Florida
KeyBank National Association
683
KeyBank National Association
Ohio
OF
684
Optimize Financial
California
CIM
685
Cambria Investment Management
California
MCM
686
Massar Capital Management
Connecticut
CCA
687
Childress Capital Advisors
Texas
VI
688
Versor Investments
New York
FFM
689
Forum Financial Management
Illinois
PWM
690
Perigon Wealth Management
California
Acadian Asset Management
691
Acadian Asset Management
Massachusetts
VFA
692
Valeo Financial Advisors
Indiana
LAM
693
L2 Asset Management
Massachusetts
ISL
694
Ingalls & Snyder LLC
New York
HIP
695
HUB Investment Partners
Texas
ATC
696
Argent Trust Co
Tennessee
OIA
697
OneDigital Investment Advisors
Kansas
KFSC
698
Keystone Financial Services (Colorado)
Colorado
Rafferty Asset Management
699
Rafferty Asset Management
New York
MA
700
Mutual Advisors
Nebraska