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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
CCIA
201
Campbell & Co Investment Adviser
Maryland
$4.26M +$4.67M +14,272 New
Universal-Beteiligungs- und Servicegesellschaft
202
Universal-Beteiligungs- und Servicegesellschaft
Germany
$4.22M +$544K +1,660 +13%
PMAM
203
Picton Mahoney Asset Management
Ontario, Canada
$4.13M -$4.03M -12,300 -47%
TFA
204
Transamerica Financial Advisors
Florida
$4.05M -$287K -875 -6%
TCG
205
Tremblant Capital Group
Florida
$4.02M -$43.3M -132,165 -91%
MCM
206
Mitchell Capital Management
Kansas
$3.86M +$4.24M +12,947 New
CAPTRUST Financial Advisors
207
CAPTRUST Financial Advisors
North Carolina
$3.86M +$520K +1,588 +14%
State of New Jersey Common Pension Fund D
208
State of New Jersey Common Pension Fund D
New Jersey
$3.75M
VPIM
209
Vanguard Personalized Indexing Management
California
$3.72M +$171K +521 +4%
US Bancorp
210
US Bancorp
Minnesota
$3.7M +$134K +409 +3%
WT
211
Whittier Trust
California
$3.65M +$3.63M +11,093 +1,238%
Citigroup
212
Citigroup
New York
$3.63M +$909K +2,775 +30%
TRSOTSOK
213
Teachers Retirement System of the State of Kentucky
Kentucky
$3.53M +$360K +1,100 +10%
YCM
214
Yousif Capital Management
Michigan
$3.5M -$188K -573 -5%
SA
215
SRH Advisors
Kansas
$3.44M
CI
216
CX Institutional
Indiana
$3.4M +$3.72M +11,376 New
LSERS
217
Louisiana State Employees Retirement System
Louisiana
$3.34M +$164K +500 +5%
BCI
218
Brinker Capital Investments
Pennsylvania
$3.32M -$372K -1,136 -9%
VA
219
Vident Advisory
Georgia
$3.23M +$2.68M +8,180 +308%
CGH
220
Crossmark Global Holdings
Texas
$3.23M +$2.79M +8,530 +370%
BCC
221
Bridge City Capital
Oregon
$3.21M -$22.6K -69 -0.6%
Handelsbanken Fonder
222
Handelsbanken Fonder
Sweden
$3.18M
ASRS
223
Arizona State Retirement System
Arizona
$3.17M -$39.3K -120 -1%
Ensign Peak Advisors
224
Ensign Peak Advisors
Utah
$3.12M +$1.38M +4,205 +67%
CNAM
225
Campbell Newman Asset Management
Wisconsin
$2.99M +$56.6K +173 +2%