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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
VanEck Associates
126
VanEck Associates
New York
$10.7M +$423K +1,291 +4%
Ohio Public Employees Retirement System (OPERS)
127
Ohio Public Employees Retirement System (OPERS)
Ohio
$10.7M -$121K -369 -1%
CRM
128
Cramer Rosenthal McGlynn
Connecticut
$10.6M -$15.5M -47,234 -57%
CAM
129
Cander Asset Management
New York
$10.6M +$11.7M +35,610 New
VAM
130
Vanguard Asset Management
$10.4M +$11.4M +34,792 New
SBH
131
Segall Bryant & Hamill
Illinois
$10.3M +$11.3M +34,507 New
PCM
132
Prana Capital Management
Connecticut
$10.3M +$4.04M +12,327 +56%
Stifel Financial
133
Stifel Financial
Missouri
$10.2M -$837K -2,557 -7%
Natixis Advisors
134
Natixis Advisors
Massachusetts
$10.1M -$469K -1,431 -4%
PA
135
Pinnacle Associates
New York
$9.72M +$3.58M +10,943 +51%
GT
136
Glenmede Trust
Pennsylvania
$9.69M -$898K -2,743 -8%
XT
137
XTX Topco
Cayman Islands
$9.66M +$10.6M +32,349 New
AP
138
Appleton Partners
Massachusetts
$9.53M +$400K +1,221 +4%
TI
139
Trexquant Investment
Connecticut
$9.22M +$6.55M +19,997 +184%
BF
140
BOK Financial
Oklahoma
$9.2M -$2.2M -6,716 -18%
Jane Street
141
Jane Street
New York
$9.13M +$9.52M +29,080 +1,944%
CM
142
Castleark Management
Illinois
$9.08M -$534K -1,630 -5%
Focus Partners Wealth
143
Focus Partners Wealth
Massachusetts
$8.97M +$1.25M +3,821 +15%
VCA
144
Verdence Capital Advisors
Maryland
$8.9M -$1.1M -3,352 -10%
Los Angeles Capital Management
145
Los Angeles Capital Management
California
$8.58M -$8.94M -27,302 -49%
Fidelity International
146
Fidelity International
Bermuda
$8.39M +$9.2M +28,106 New
Canada Life
147
Canada Life
Manitoba, Canada
$8.18M +$141K +432 +2%
CCM
148
Channing Capital Management
Illinois
$8.17M -$63M -192,366 -88%
First Trust Advisors
149
First Trust Advisors
Illinois
$7.95M -$817K -2,495 -9%
LPL Financial
150
LPL Financial
California
$7.84M +$1.01M +3,087 +13%