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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
SPS
101
Susquehanna Portfolio Strategies
Pennsylvania
$16.2M
FCM
102
Frontier Capital Management
Massachusetts
$15.8M +$5.06M +15,463 +41%
MCM
103
Marsico Capital Management
Colorado
$15.2M
SSA
104
Schonfeld Strategic Advisors
New York
$15M -$1.15M -3,520 -7%
WP
105
Woodline Partners
California
$15M +$16.4M +50,083 New
FGP
106
Freestone Grove Partners
California
$14.6M +$670K +2,046 +4%
ELI
107
Empire Life Investments
Ontario, Canada
$14.2M -$1.65M -5,049 -10%
Royal Bank of Canada
108
Royal Bank of Canada
Ontario, Canada
$14.1M +$4.67M +14,249 +43%
New York State Teachers Retirement System (NYSTRS)
109
New York State Teachers Retirement System (NYSTRS)
New York
$14M -$410K -1,253 -3%
Wells Fargo
110
Wells Fargo
California
$13.7M -$276K -842 -2%
BNP Paribas Financial Markets
111
BNP Paribas Financial Markets
France
$13.6M +$12.2M +37,219 +453%
California State Teachers Retirement System (CalSTRS)
112
California State Teachers Retirement System (CalSTRS)
California
$13.4M +$2.73M +8,343 +23%
EIP
113
Epoch Investment Partners
New York
$13.3M -$3.09M -9,432 -17%
Corient Private Wealth
114
Corient Private Wealth
Florida
$13M -$3.43M -10,488 -19%
PAM
115
Panagora Asset Management
Massachusetts
$12.3M +$13.5M +41,268 New
Barclays
116
Barclays
United Kingdom
$12.2M +$4.81M +14,682 +56%
CAM
117
Cresset Asset Management
Illinois
$12.2M +$22.9K +70 +0.2%
Mariner
118
Mariner
Kansas
$12M +$6.54M +19,987 +98%
JWM
119
Jackson Wealth Management
Florida
$11.8M -$164K -500 -1%
Carson Wealth (CWM LLC)
120
Carson Wealth (CWM LLC)
Nebraska
$11.7M +$3.81M +11,622 +42%
PCM
121
Peregrine Capital Management
Minnesota
$11.6M -$671K -2,048 -5%
MAM
122
Morse Asset Management
Connecticut
$11.5M -$71.7K -219 -0.6%
IP
123
Interval Partners
New York
$11M -$11.4M -34,671 -49%
State Board of Administration of Florida Retirement System
124
State Board of Administration of Florida Retirement System
Florida
$10.8M -$106K -325 -0.9%
LI
125
Leeward Investments
Massachusetts
$10.8M -$407K -1,244 -3%