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Evercore

649 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, 274 increasing their positions, 188 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

1.34% less ownership

Funds ownership: 90.26%88.91% (-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
649
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$143M
Puts
$169M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ET
151
Entropy Technologies
New York
$7.73M
Creative Planning
152
Creative Planning
Kansas
$7.52M
William Blair & Company
153
William Blair & Company
Illinois
$7.51M
SP
154
Sarasin & Partners
United Kingdom
$7.46M
Jones Financial Companies
155
Jones Financial Companies
Missouri
$7.26M
Man Group
156
Man Group
United Kingdom
$7.2M
SC
157
SummitTX Capital
Texas
$7.19M
DWA
158
Dorsey Wright & Associates
California
$6.9M
AG
159
Algert Global
California
$6.88M
HF
160
HRT Financial
New York
$6.76M
Thrivent Financial for Lutherans
161
Thrivent Financial for Lutherans
Minnesota
$6.58M
ACM
162
Advisors Capital Management
New Jersey
$6.46M
New York State Common Retirement Fund
163
New York State Common Retirement Fund
New York
$6.39M
Wealth Enhancement Advisory Services
164
Wealth Enhancement Advisory Services
Minnesota
$6.36M
PIM
165
Peregrine Investment Management
Ontario, Canada
$6.33M
BGDI
166
BW Gestao de Investimentos
Brazil
$6.27M
Fifth Third Bancorp
167
Fifth Third Bancorp
Ohio
$6.25M
GAM
168
Gotham Asset Management
New York
$6.17M
Susquehanna International Group
169
Susquehanna International Group
Pennsylvania
$6.13M
AWM
170
Axxcess Wealth Management
California
$6.07M
N
171
Natixis
France
$5.8M
MIM
172
MetLife Investment Management
New Jersey
$5.67M
BMSSC
173
B. Metzler seel. Sohn & Co
Germany
$5.44M
UOTTAIMCU
174
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$5.31M
AB
175
Amalgamated Bank
New York
$5.26M