Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

EVERCORE INC (EVR)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +14
Streak
3Q ▲
Buyers last Q
46%

Smart Money Signals — EVR

Based on 605 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 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
605 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 — +9% more funds vs a year ago

fund count last 6Q
+49 new funds entered over the past year (+9% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 46% buying

279 buying323 selling
Last quarter: 323 funds reduced or exited vs 279 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-28 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 73 → 115 → 116 → 88. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

56% of holders stayed for 2+ years

56% conviction (2yr+) 21% medium 23% new
338 out of 605 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.
➡️

Steady discovery — ~88 new funds/quarter

104 → 73 → 115 → 116 → 88 new funds/Q
New funds entering each quarter: 73 → 115 → 116 → 88. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 62% of holders stayed 2+ years

62% veterans 12% 1-2yr 27% new
Of 619 current holders: 381 (62%) 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 — 51% AUM from top-100 funds

51% from top-100 AUM funds
45 of 605 holders are among the 100 largest funds by AUM, controlling 51% 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.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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.

Hedge Fund Ownership: EVR

How many hedge funds hold EVR — quarterly history vs. share price
Quarterly hedge fund ownership of EVR vs. share price

Market Analysis: EVR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EVR

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

77 top-rated funds 4 high-conviction
Consensus
8.2
/ 10
breadth
×
Elite
3.2
/ 10
conviction
Hedge Fund Positioning: EVR
2026 Q1 Stats Unlock in 21 days 619 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 619 602 2.82%
13F Shares 35M 35M 0.72%
Total Value $11.62B $11.47B 1.38%
New Positions 88 116 -28
Increased Positions 204 220 -16
Closed Positions 76 69 +7
Reduced Positions 263 215 +48
Total Calls 9 9 -
Total Puts 8 8 -
PUT/CALL Ratio 0.89 0.89 Neutral

Statistics: EVR

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
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Institutional Holders (2026 Q1)

619 + investors

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

Top 25 institutional holders of EVR — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 PEREGRINE INVESTMENT MANAGEMENT INC 4.98% 21,210 $6.3M
2 Element Squared LLC 1.33% 7,894 $2.4M
3 BRAUN STACEY ASSOCIATES INC 1.07% 107,968 $32.2M
4 Stephens Investment Management Group LLC 1.06% 259,808 $77.6M
5 Artemis Investment Management LLP 0.87% 275,182 $82.1M
6 APPLETON PARTNERS INC/MA 0.66% 31,925 $10K
7 Legend Financial Advisors, Inc. 0.62% 3,219 $961K
8 Monument Capital Management 0.54% 7,171 $2.1M
9 Leeward Investments, LLC - MA 0.53% 36,151 $10.8M
10 DGS Capital Management, LLC 0.44% 9,031 $2.7M
11 PEREGRINE CAPITAL MANAGEMENT LLC 0.43% 38,798 $11.6M
12 EAGLE ROCK INVESTMENT COMPANY, LLC 0.40% 9,268 $2.8M
13 J2 Capital Management Inc 0.38% 1,871 $559K
14 Bayforest Capital Ltd 0.37% 1,093 $326K
15 Radnor Capital Management, LLC 0.29% 6,480 $1.9M
16 JAMES INVESTMENT RESEARCH, INC. 0.27% 8,197 $2.4M
17 Legacy Wealth Asset Management, LLC 0.27% 3,671 $1.1M
18 Whalen Wealth Management Inc. 0.25% 1,587 $474K
19 CAMPBELL NEWMAN ASSET MANAGEMENT INC 0.24% 10,027 $3.0M
20 DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 0.23% 16,090 $5K
21 VALLEY NATIONAL ADVISERS INC 0.22% 5,590 $2K
22 BW Gestao de Investimentos Ltda. 0.21% 21,010 $6.3M
23 Washington Trust Advisors, Inc. 0.16% 6,783 $2.0M
24 ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 0.16% 1,807 $539K
25 Boston Trust Walden Corp 0.15% 61,316 $18.3M
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 — 3 quarters in a row: For 3 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?

More sellers than buyers — 46% buying: Last quarter: 323 funds reduced or exited vs 279 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for EVR holders?

Elite ownership — 51% AUM from top-100 funds: 45 of 605 holders are among the 100 largest funds by AUM, controlling 51% 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?

56% of holders stayed for 2+ years: 338 out of 605 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.

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.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.