Evercore
712 hedge funds and large institutions have $12.2B invested in Evercore in 2026 Q2 according to their latest regulatory filings, with 110 funds opening new positions, 258 increasing their positions, 240 reducing their positions, and 46 closing their positions.
139% more first-time investments, than exits
New positions opened: 110 | Existing positions closed: 46
111% more call options, than puts
Call options by funds: $88.7M | Put options by funds: $42.1M
17% more capital invested
Capital invested by funds: $10.5B → $12.2B (+$1.73B)
9% more funds holding
Funds holding: 656 → 712 (+56)
3.77% more ownership
Funds ownership: 88.94% → 92.72% (+3.8%)
8% more repeat investments, than reductions
Existing positions increased: 258 | Existing positions reduced: 240
60% less funds holding in top 10
Funds holding in top 10: 5 → 2 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$194M |
| 2 |
AQR Capital Management
Greenwich,
Connecticut
|
+$135M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$72.1M |
| 4 |
ACL
Azora Capital LP
Miami,
Florida
|
+$63.7M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$60.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$184M |
| 2 |
TD Asset Management
Toronto,
Ontario, Canada
|
-$120M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
-$106M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$98.9M |
| 5 |
Goldman Sachs
New York
|
-$59.8M |
EVR Hedge Fund Activity: Q2 2026 in Review
712 of the 8,305 institutional investors tracked by Wall St. Rank reported a position in Evercore (EVR) for Q2 2026, worth a combined $12.2B — up 17% from $10.5B a quarter earlier.
Buyers outnumbered sellers: 110 funds opened new EVR positions and 46 closed out — a net gain of 64 holders — while 258 added to existing stakes and 240 trimmed.
The largest buyer was Millennium Management, adding an estimated $194M. The largest seller was Fidelity Investments, cutting an estimated $184M.
- 712 institutional investors held Evercore (EVR) as of Q2 2026, up from 656 in Q1 2026.
- Funds reported $12.2B of Evercore stock for Q2 2026, up 17% quarter-over-quarter.
- 110 funds opened new Evercore positions in Q2 2026 and 46 closed out, a net change of +64 holders.
- The largest Evercore buyer in Q2 2026 was Millennium Management, an estimated $194M added.
- The largest Evercore seller in Q2 2026 was Fidelity Investments, an estimated $184M sold.
Based on aggregated 13F filings for Q2 2026.