Evercore Inc (EVR): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy Evercore Inc (EVR) following the 2026 Q1 hedge fund 13F filings?

As of today, EVR has moved +7.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.4% for the XLF sector ETF — an outperformance of +3.0%. Since the quarter end (March 31, 2026), EVR gained +19.7% vs +8.0% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Evercore Inc (EVR)

650 + Investors. Track Smart Money conviction in EVR. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — EVR

Based on 653 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q

For 4 consecutive quarters, more hedge funds added EVR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

653 hedge funds hold EVR right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

📶

Steady growth — +20% more funds vs a year ago

fund count last 6Q

+108 new funds entered over the past year (+20% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟡

Slight buying edge — 58% buying

381 buying271 selling

Last quarter: 381 funds bought or added vs 271 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

📈

More new buyers each quarter (+13 vs last Q)

new funds entering per quarter

Funds opening a new EVR position: 116 → 121 → 91 → 104. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

55% of holders stayed for 2+ years

■ 55% conviction (2yr+) ■ 25% medium ■ 20% new

360 out of 653 hedge funds have held EVR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

📊

Peak discovery — momentum slowing

76 → 116 → 121 → 91 → 104 new funds/Q

New funds entering each quarter: 116 → 121 → 91 → 104. EVR is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.

🏛️

Deep conviction — 61% of holders stayed 2+ years

■ 61% veterans ■ 14% 1-2yr ■ 25% new

Of 675 current holders: 414 (61%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

🏆

Elite ownership — 46% AUM from top-100 funds

46% from top-100 AUM funds

59 of 653 holders are among the 100 largest funds by AUM, controlling 46% of total institutional value in EVR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.7

out of 10

Low Exit Risk

Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	650	630	3.17%
13F Shares	36M	35M	1.66%
Total Value	$10.27B	$11.66B	-11.97%
New Positions	103	91	+12
Increased Positions	276	199	+77
Closed Positions	83	76	+7
Reduced Positions	183	250	-67
Total Calls	12	9	33.33%
Total Puts	14	8	75.0%
PUT/CALL Ratio	1.17	0.89	Neutral

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

650

630

3.17%

13F Shares

36M

35M

1.66%

Total Value

$10.27B

$11.66B

-11.97%

New Positions

103

+12

Increased Positions

276

199

+77

Closed Positions

Reduced Positions

183

250

-67

Total Calls

33.33%

Total Puts

75.0%

PUT/CALL Ratio

1.17

0.89

Neutral

Institutional Holders (2026 Q1)

650 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in EVR. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 EVR holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Peregrine Investment Management Inc	4.98%	21,210	$6.3M
2	Paralel Advisors LLC	3.72%	300,000	$89.6M
3	Morse Asset Management, Inc	2.39%	38,455	$11.5M
4	Global Alpha Capital Management Ltd.	2.13%	118,857	$35.5M
5	Cander Asset Management LP	1.91%	35,610	$10.6M
6	Longaeva Partners L.P.	1.74%	157,263	$46.9M
7	Nitorum Capital, L.P.	1.63%	6,225	$1.9M
8	Ccm Investment Advisers LLC	1.57%	54,963	$16.4M
9	Element Squared LLC	1.33%	7,894	$2.4M
10	Hager Investment Management Services, LLC	1.28%	7,812	$2.3M
11	Jackson Wealth Management, LLC	1.22%	39,605	$11.8M
12	Ceredex Value Advisors LLC	1.16%	123,525	$36.9M
13	Braun Stacey Associates Inc	1.07%	107,968	$32.2M
14	Stephens Investment Management Group LLC	1.06%	259,808	$77.6M
15	Srh Advisors, LLC	0.98%	11,525	$3.4M
16	Centric Wealth Management	0.94%	14,764	$4.7M
17	Bridge City Capital, LLC	0.89%	10,763	$3.2M
18	Artemis Investment Management LLP	0.87%	275,182	$82.1M
19	Empire Life Investments Inc.	0.87%	47,292	$14.2M
20	Dorsey Wright & Associates	0.85%	23,101	$6.9M
21	Cramer Rosenthal Mcglynn LLC	0.78%	35,668	$10.6M
22	University of Texas/Texas AM Investment Management Co	0.77%	17,781	$5.3M
23	Croban	0.74%	5,271	$1.6M
24	Cookson Peirce & Co Inc	0.73%	57,450	$17.1M
25	Mitchell Capital Management Co	0.71%	12,947	$3.9M

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Evercore Inc (EVR)

What does the Smart Money Trend signal show for EVR?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added EVR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for EVR?

Slight buying edge — 58% buying: Last quarter: 381 funds bought or added vs 271 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for EVR holders?

Elite ownership — 46% AUM from top-100 funds: 59 of 653 holders are among the 100 largest funds by AUM, controlling 46% of total institutional value in EVR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held EVR?

55% of holders stayed for 2+ years: 360 out of 653 hedge funds have held EVR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Evercore Inc (EVR) following the 2026 Q1 hedge fund 13F filings?

As of today, EVR has moved +7.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.4% for the XLF sector ETF — an outperformance of +3.0%. Since the quarter end (March 31, 2026), EVR has gained +19.7% vs +8.0% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Evercore Inc (EVR)

Smart Money Signals — EVR

Buying streak — 4 quarters in a row

At the ownership peak (100% of max)

Steady growth — +20% more funds vs a year ago

Slight buying edge — 58% buying

More new buyers each quarter (+13 vs last Q)

55% of holders stayed for 2+ years

Peak discovery — momentum slowing

Deep conviction — 61% of holders stayed 2+ years

Elite ownership — 46% AUM from top-100 funds

Institutional Sentiment Summary — EVR

Hedge Fund Ownership: EVR

Market Analysis: EVR

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: EVR

Is It Too Late to Buy Evercore Inc (EVR) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: EVR

Statistics: EVR

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Evercore Inc (EVR)

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