Evercore
656 hedge funds and large institutions have $10.5B invested in Evercore in 2026 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 277 increasing their positions, 189 reducing their positions, and 76 closing their positions.
47% more repeat investments, than reductions
Existing positions increased: 277 | Existing positions reduced: 189
38% more first-time investments, than exits
New positions opened: 105 | Existing positions closed: 76
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
3% more funds holding
Funds holding: 635 → 656 (+21)
1.2% less ownership
Funds ownership: 90.15% → 88.94% (-1.2%)
11% less capital invested
Capital invested by funds: $11.9B → $10.5B (-$1.36B)
15% less call options, than puts
Call options by funds: $143M | Put options by funds: $169M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AQR Capital Management
Greenwich,
Connecticut
|
+$150M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$135M |
| 3 |
Point72 Asset Management
Stamford,
Connecticut
|
+$128M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
+$106M |
| 5 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$80.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$428M |
| 2 |
Millennium Management
New York
|
-$153M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$95.2M |
| 4 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$95M |
| 5 |
TD Asset Management
Toronto,
Ontario, Canada
|
-$83.9M |
EVR Hedge Fund Activity: Q1 2026 in Review
656 of the 8,187 institutional investors tracked by Wall St. Rank reported a position in Evercore (EVR) for Q1 2026, worth a combined $10.5B — down 11% from $11.9B a quarter earlier.
Buyers outnumbered sellers: 105 funds opened new EVR positions and 76 closed out — a net gain of 29 holders — while 277 added to existing stakes and 189 trimmed.
The largest buyer was AQR Capital Management, adding an estimated $150M. The largest seller was Wellington Management Group, cutting an estimated $428M.
- 656 institutional investors held Evercore (EVR) as of Q1 2026, up from 635 in Q4 2025.
- Funds reported $10.5B of Evercore stock for Q1 2026, down 11% quarter-over-quarter.
- 105 funds opened new Evercore positions in Q1 2026 and 76 closed out, a net change of +29 holders.
- The largest Evercore buyer in Q1 2026 was AQR Capital Management, an estimated $150M added.
- The largest Evercore seller in Q1 2026 was Wellington Management Group, an estimated $428M sold.
Based on aggregated 13F filings for Q1 2026.