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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
Neuberger Berman Group
76
Neuberger Berman Group
New York
$22.4M -$34.4M -105,169 -58%
JCM
77
Junto Capital Management
New York
$22.3M -$48.2M -147,235 -66%
SEI Investments
78
SEI Investments
Pennsylvania
$22.2M +$4.25M +12,967 +21%
N
79
Nuveen
North Carolina
$21.9M +$2.62K +8 +0%
California Public Employees Retirement System
80
California Public Employees Retirement System
California
$21.8M +$902K +2,755 +4%
ProShare Advisors
81
ProShare Advisors
Maryland
$20.9M -$11.3M -34,554 -33%
AllianceBernstein
82
AllianceBernstein
Tennessee
$20.8M -$117K -356 -0.6%
Millennium Management
83
Millennium Management
New York
$20.6M -$153M -467,488 -87%
Macquarie Group
84
Macquarie Group
Australia
$19.9M -$43.9M -133,959 -67%
Envestnet Asset Management
85
Envestnet Asset Management
Illinois
$19.9M +$406K +1,241 +2%
Citadel Advisors
86
Citadel Advisors
Florida
$19.7M -$7.23M -22,067 -25%
Public Employees Retirement Association of Colorado
87
Public Employees Retirement Association of Colorado
Colorado
$19.4M +$20M +61,000 +1,571%
Treasurer of the State of North Carolina
88
Treasurer of the State of North Carolina
North Carolina
$18.8M +$1.62M +4,945 +9%
Cerity Partners
89
Cerity Partners
New York
$18.3M +$4.1M +12,510 +26%
BTW
90
Boston Trust Walden
Massachusetts
$18.3M +$20.1M +61,316 New
GKIM
91
GW&K Investment Management
Massachusetts
$17.7M +$1.06M +3,233 +6%
AM
92
AGF Management
Ontario, Canada
$17.5M -$465K -1,419 -2%
CPC
93
Cookson Peirce & Co
Pennsylvania
$17.1M -$274K -836 -1%
Deutsche Bank
94
Deutsche Bank
Germany
$17M +$14.2M +43,414 +317%
State of Wisconsin Investment Board
95
State of Wisconsin Investment Board
Wisconsin
$17M -$2.13M -6,498 -10%
Ameriprise
96
Ameriprise
Minnesota
$16.7M +$393K +1,199 +2%
Amundi
97
Amundi
France
$16.6M +$14.8M +45,162 +436%
CIA
98
CCM Investment Advisers
South Carolina
$16.4M -$294K -899 -2%
Legal & General Group
99
Legal & General Group
United Kingdom
$16.4M -$1.63M -4,970 -8%
SO
100
STRS Ohio
Ohio
$16.4M -$327 -1 -0%