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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
VOYA Investment Management
176
VOYA Investment Management
Georgia
$5.23M -$3.29M -10,033 -36%
ZIM
177
Zacks Investment Management
Illinois
$5.15M -$289K -882 -5%
PEAK6
178
PEAK6
Illinois
$5.12M +$5.61M +17,138 New
ASN
179
Advisory Services Network
Georgia
$5.09M +$181K +553 +3%
HI
180
Horizon Investments
North Carolina
$5.05M +$5.23M +15,972 +1,687%
Mitsubishi UFJ Trust & Banking
181
Mitsubishi UFJ Trust & Banking
Japan
$5.01M +$3.93M +12,015 +252%
WCA
182
Waratah Capital Advisors
Ontario, Canada
$4.95M -$3.41M -10,429 -39%
BIM
183
Bridges Investment Management
Nebraska
$4.91M +$738K +2,253 +16%
SFA
184
Sequoia Financial Advisors
Ohio
$4.89M -$67.1K -205 -1%
PGCM
185
Prescott Group Capital Management
Oklahoma
$4.82M
DDPIC
186
Deroy & Devereaux Private Investment Counsel
Michigan
$4.8M -$2.65M -8,105 -33%
Zurich Cantonal Bank
187
Zurich Cantonal Bank
Switzerland
$4.74M +$973K +2,972 +23%
CWM
188
Centric Wealth Management
Illinois
$4.71M -$24.9K -76 -0.5%
VGA
189
Vanguard Global Advisers
Pennsylvania
$4.69M +$5.14M +15,711 New
PFSRSONJ
190
Police & Firemen's Retirement System of New Jersey
New Jersey
$4.68M +$31.1K +95 +0.6%
SC
191
Syon Capital
California
$4.66M -$1.27M -3,883 -20%
Caisse de Depot et Placement du Quebec (CDPQ)
192
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$4.54M +$2.53M +7,729 +103%
AA
193
ALPS Advisors
Colorado
$4.5M -$44.5K -136 -0.9%
HA
194
Harbor Advisors
Florida
$4.48M
Robeco Institutional Asset Management
195
Robeco Institutional Asset Management
Netherlands
$4.48M +$4.91M +15,000 New
MOACM
196
Mutual of America Capital Management
New York
$4.42M -$417K -1,275 -8%
Mercer Global Advisors
197
Mercer Global Advisors
Colorado
$4.42M +$2.1M +6,415 +76%
State of Tennessee, Department of Treasury
198
State of Tennessee, Department of Treasury
Tennessee
$4.4M
EI
199
EFG International
$4.32M -$4.04M -12,338 -46%
PAMP
200
Polar Asset Management Partners
Ontario, Canada
$4.32M -$9.21M -28,143 -66%