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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
CVA
51
Ceredex Value Advisors
Florida
$36.9M +$7.6M +23,215 +23%
GACM
52
Global Alpha Capital Management
Quebec, Canada
$35.5M -$262K -800 -0.7%
Canada Pension Plan Investment Board
53
Canada Pension Plan Investment Board
Ontario, Canada
$34.6M +$9.67M +29,520 +34%
Marshall Wace
54
Marshall Wace
United Kingdom
$32.7M +$35.9M +109,630 New
WHG
55
Westwood Holdings Group
Texas
$32.3M +$11.7M +35,817 +49%
BSA
56
Braun Stacey Associates
New York
$32.2M -$793K -2,423 -2%
Holocene Advisors
57
Holocene Advisors
New York
$32.2M -$43.1M -131,769 -55%
Allianz Asset Management
58
Allianz Asset Management
Germany
$31.7M +$21.4M +65,239 +159%
SG Americas Securities
59
SG Americas Securities
New York
$30.7M +$32.9M +100,422 +3,886%
Two Sigma Investments
60
Two Sigma Investments
New York
$30.3M +$30.2M +92,374 +1,014%
Retirement Systems of Alabama
61
Retirement Systems of Alabama
Alabama
$30M +$326K +997 +1%
RhumbLine Advisers
62
RhumbLine Advisers
Massachusetts
$30M +$591K +1,806 +2%
Raymond James Financial
63
Raymond James Financial
Florida
$29.7M -$15.2M -46,437 -32%
WCM Investment Management
64
WCM Investment Management
California
$28.6M -$1.2M -3,674 -4%
IC
65
IEQ Capital
California
$28.3M +$6.82M +20,823 +28%
Lord, Abbett & Co
66
Lord, Abbett & Co
New Jersey
$27.4M -$95M -289,999 -76%
BA
67
Bridgewater Associates
Connecticut
$27M -$5.89M -17,987 -17%
Adage Capital Partners
68
Adage Capital Partners
Massachusetts
$26.8M +$29.4M +89,900 New
EGM
69
Engineers Gate Manager
New York
$26.4M +$16.3M +49,810 +129%
UBS AM
70
UBS AM
Illinois
$26.1M +$797K +2,434 +3%
Principal Financial Group
71
Principal Financial Group
Iowa
$25.8M +$592K +1,807 +2%
FWIA
72
Fort Washington Investment Advisors
Ohio
$25.4M +$2.09M +6,392 +8%
American Century Companies
73
American Century Companies
Missouri
$24.9M -$9.12M -27,861 -25%
Russell Investments Group
74
Russell Investments Group
United Kingdom
$23.3M +$17.2M +52,568 +205%
Swiss National Bank
75
Swiss National Bank
Switzerland
$22.9M +$157K +480 +0.6%