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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
Rafferty Asset Management
701
Rafferty Asset Management
New York
-$221K -650 Closed
MA
702
Mutual Advisors
Nebraska
-$216K -634 Closed
GHA
703
GW Henssler & Associates
Georgia
-$215K -633 Closed
HWM
704
Hohimer Wealth Management
Washington
-$212K -623 Closed
TPI
705
Trust Point Inc
Wisconsin
-$211K -621 Closed
QCM
706
QRG Capital Management
Illinois
-$205K -603 Closed
SCA
707
Snowden Capital Advisors
New York
-$204K -599 Closed
WWC
708
Waypoint Wealth Counsel
Georgia
-$201K -590 Closed
SS
709
SBI Securities
Japan
-$102K -301 Closed
DT
710
DV Trading
Illinois
-$95.3K -280 Closed
TM
711
Torren Management
California
-$92.2K -271 Closed
MPW
712
MASECO Private Wealth
-$54.5K -160 Closed
KAS
713
Kestra Advisory Services
Texas
-$54.2K -159 Closed
GWM
714
Greenline Wealth Management
Florida
-$52.8K -155 Closed
OCM
715
Osterweis Capital Management
California
-$40.8K -120 Closed
VWWMG
716
Vermillion & White Wealth Management Group
Pennsylvania
-$26.9K -79 Closed
EW
717
Elyxium Wealth
California
-$24.2K -71 Closed
RS
718
Rakuten Securities
Japan
-$7.49K -22 Closed
MAM
719
Meeder Asset Management
Ohio
-$6.8K -20 Closed
WWA
720
Wealth Watch Advisors
Colorado
-$5.44K -16 Closed
BAM
721
Bellevue Asset Management
Washington
-$4.76K -14 Closed
NSIM
722
North Star Investment Management
Illinois
-$3.4K -10 Closed
OC
723
Optima Capital
Oregon
-$2.72K -8 Closed
MCA
724
McGuire Capital Advisors
Oklahoma
-$2.04K -6 Closed
Optiver Holding
725
Optiver Holding
Netherlands
-$2.04K -6 Closed