Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Evercore Inc (EVR)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +25
Streak
4Q ▲
Buyers last Q
59%

Smart Money Signals — EVR

Based on 656 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
656 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
+111 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 — 59% buying

383 buying271 selling
Last quarter: 383 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 (+14 vs last Q)

new funds entering per quarter
Funds opening a new EVR position: 117 → 121 → 91 → 105. 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
361 out of 656 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 → 117 → 121 → 91 → 105 new funds/Q
New funds entering each quarter: 117 → 121 → 91 → 105. 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.
🏛️

Veteran-anchored — 61% veterans vs 25% newcomers

■ 61% veterans ■ 14% 1-2yr ■ 25% new
Entry-cohort mix of 678 holders: 416 (61%) are 2+ year veterans, 94 entered 1–2 years ago, and 168 (25%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 57% AUM from top-100 funds

57% from top-100 AUM funds
62 of 651 holders are among the 100 largest funds by AUM, controlling 57% 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.

Institutional Sentiment Summary — EVR

In 2026 Q1, 383 hedge funds were net buyers of EVR (105 opened a new position, 278 added to an existing one), while 271 reduced or exited (191 trimmed, 80 sold completely) — a 59% buyer ratio, indicating a slight buying edge. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 57% of total institutional value in EVR is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +25 funds (more new holders than closures). Total institutional holders: 656.

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

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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

Signal Freshness measures how much EVR has moved relative to its sector benchmark (XLF) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 47d ago
EVR
-9.9%
XLF
+8.5%

EVR outperformed XLF by -18.4% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 2d ago
EVR
+0.0%
XLF
+0.0%

Since the filing became public, EVR outperformed XLF by +0.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

37 top-rated funds 2 high-conviction
Consensus
6.9
/ 10
breadth
×
Elite
2.5
/ 10
conviction
Hedge Fund Positioning: EVR
2026 Q2 Stats Unlock in 3 days 650 + Investors

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

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

Statistics: EVR

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Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

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:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 EVR holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Paralel Advisors LLC 3.96% 300,000 $102.4M
2 Walter Public Investments Inc. 2.82% 34,369 $11.7M
3 Azora Capital LP 2.68% 186,028 $63.5M
4 Peregrine Investment Management Inc 2.50% 17,210 $5.9M
5 Global Alpha Capital Management Ltd. 2.42% 118,121 $40.3M
6 Morse Asset Management, Inc 2.18% 38,601 $13.2M
7 Cander Asset Management LP 1.54% 24,357 $8.3M
8 Ccm Investment Advisers LLC 1.46% 55,434 $18.9M
9 Philadelphia Financial Management of San Francisco, LLC 1.46% 21,191 $7.2M
10 Nitorum Capital, L.P. 1.45% 6,225 $2.1M
11 Element Squared LLC 1.29% 7,566 $2.6M
12 Hager Investment Management Services, LLC 1.18% 7,544 $2.6M
13 Aurora Investment Counsel 1.17% 6,658 $2.3M
14 Braun Stacey Associates Inc 1.04% 107,878 $36.8M
15 Ceredex Value Advisors LLC 1.04% 108,250 $37.0M
16 Stephens Investment Management Group LLC 1.04% 282,832 $96.6M
17 Srh Advisors, LLC 1.00% 11,525 $3.9M
18 Artemis Investment Management LLP 0.96% 315,762 $107.8M
19 Empire Life Investments Inc. 0.87% 45,428 $15.5M
20 Bridge City Capital, LLC 0.82% 10,555 $3.6M
21 Croban 0.79% 5,247 $1.8M
22 Centric Wealth Management 0.73% 14,764 $4.7M
23 Summit Place Financial Advisors, LLC 0.72% 4,846 $1.7M
24 Marsico Capital Management LLC 0.71% 79,919 $27.3M
25 Mitchell Capital Management Co 0.70% 13,394 $4.6M
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 — 59% buying: Last quarter: 383 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 — 57% AUM from top-100 funds: 62 of 651 holders are among the 100 largest funds by AUM, controlling 57% 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: 361 out of 656 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 Q2 hedge fund 13F filings?

As of today, EVR has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the XLF sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), EVR has gained -9.9% vs +8.5% 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.

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.

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