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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
ET
151
Entropy Technologies
New York
$7.73M +$8.48M +25,911 New
Creative Planning
152
Creative Planning
Kansas
$7.52M +$3.52M +10,736 +74%
William Blair & Company
153
William Blair & Company
Illinois
$7.51M +$3.94M +12,039 +92%
SP
154
Sarasin & Partners
United Kingdom
$7.46M
Jones Financial Companies
155
Jones Financial Companies
Missouri
$7.26M +$7.96M +24,305 +1,429%
Man Group
156
Man Group
United Kingdom
$7.2M -$6.58M -20,089 -45%
SC
157
SummitTX Capital
Texas
$7.19M +$5.79M +17,676 +276%
DWA
158
Dorsey Wright & Associates
California
$6.9M +$3.48M +10,634 +85%
AG
159
Algert Global
California
$6.88M +$4.24M +12,950 +128%
HF
160
HRT Financial
New York
$6.76M +$5.67M +17,303 +324%
Thrivent Financial for Lutherans
161
Thrivent Financial for Lutherans
Minnesota
$6.58M -$372K -1,137 -5%
ACM
162
Advisors Capital Management
New Jersey
$6.46M -$106K -324 -1%
New York State Common Retirement Fund
163
New York State Common Retirement Fund
New York
$6.39M -$16.3M -49,727 -70%
Wealth Enhancement Advisory Services
164
Wealth Enhancement Advisory Services
Minnesota
$6.36M +$2.33M +7,109 +48%
PIM
165
Peregrine Investment Management
Ontario, Canada
$6.33M -$1.28M -3,900 -16%
BGDI
166
BW Gestao de Investimentos
Brazil
$6.27M -$164K -502 -2%
Fifth Third Bancorp
167
Fifth Third Bancorp
Ohio
$6.25M +$3.83M +11,702 +127%
GAM
168
Gotham Asset Management
New York
$6.17M -$36.7K -112 -0.5%
Susquehanna International Group
169
Susquehanna International Group
Pennsylvania
$6.13M +$4.73M +14,459 +238%
AWM
170
Axxcess Wealth Management
California
$6.07M -$106K -323 -2%
N
171
Natixis
France
$5.8M +$6.37M +19,444 New
MIM
172
MetLife Investment Management
New Jersey
$5.67M +$42.2K +129 +0.7%
BMSSC
173
B. Metzler seel. Sohn & Co
Germany
$5.44M
UOTTAIMCU
174
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$5.31M +$5.82M +17,781 New
AB
175
Amalgamated Bank
New York
$5.26M +$82.5K +252 +1%