We are live on ! Find out more
EVR icon

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
A
676
AlphaQuest
New York
-$1.06M -3,127 Closed
FF
677
Friedenthal Financial
New Jersey
-$933K -2,741 Closed
SSA
678
Sierra Summit Advisors
Nevada
-$878K -2,581 Closed
ECM
679
ExodusPoint Capital Management
New York
-$761K -2,237 Closed
FCM
680
Fieldview Capital Management
Michigan
-$608K -1,787 Closed
DWM
681
Dakota Wealth Management
Florida
-$581K -1,707 Closed
NEI
682
Northwest & Ethical Investments
Ontario, Canada
-$526K -1,532 Closed
BRWA
683
B. Riley Wealth Advisors
Florida
-$507K -1,491 Closed
KeyBank National Association
684
KeyBank National Association
Ohio
-$497K -1,462 Closed
OF
685
Optimize Financial
California
-$489K -1,436 Closed
CIM
686
Cambria Investment Management
California
-$416K -1,222 Closed
MCM
687
Massar Capital Management
Connecticut
-$407K -1,197 Closed
CCA
688
Childress Capital Advisors
Texas
-$349K -1,027 Closed
VI
689
Versor Investments
New York
-$340K -1,000 Closed
FFM
690
Forum Financial Management
Illinois
-$315K -926 Closed
PWM
691
Perigon Wealth Management
California
-$309K -907 Closed
Acadian Asset Management
692
Acadian Asset Management
Massachusetts
-$296K -870 Closed
VFA
693
Valeo Financial Advisors
Indiana
-$281K -825 Closed
LAM
694
L2 Asset Management
Massachusetts
-$279K -821 Closed
ISL
695
Ingalls & Snyder LLC
New York
-$254K -746 Closed
CIA
696
Caerus Investment Advisors
Texas
-$249K -731 Closed
HIP
697
HUB Investment Partners
Texas
-$244K -718 Closed
ATC
698
Argent Trust Co
Tennessee
-$234K -687 Closed
OIA
699
OneDigital Investment Advisors
Kansas
-$230K -675 Closed
KFSC
700
Keystone Financial Services (Colorado)
Colorado
-$222K -652 Closed