EVR icon

Evercore

630 hedge funds and large institutions have $11.9B invested in Evercore in 2025 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 201 increasing their positions, 251 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0.27% more ownership

Funds ownership: 89.94%90.21% (+0.27%)

20% less repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 251

56% less funds holding in top 10

Funds holding in top 10: 94 (-5)

Holders
630
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$23.6M
Puts
$20M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HIMS
226
Hager Investment Management Services
New Hampshire
$2.65M
LCM
227
Legato Capital Management
California
$2.64M
OPERF
228
Oregon Public Employees Retirement Fund
Oregon
$2.64M
Caisse de Depot et Placement du Quebec (CDPQ)
229
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$2.55M
FDCDDQ
230
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.52M
Bank of Montreal
231
Bank of Montreal
Ontario, Canada
$2.49M
HW
232
Hancock Whitney
Mississippi
$2.45M
LCM
233
Landscape Capital Management
New Jersey
$2.45M
MCM
234
Monument Capital Management
Virginia
$2.42M
AIP
235
Ameritas Investment Partners
Nebraska
$2.41M
Cetera Investment Advisers
236
Cetera Investment Advisers
Illinois
$2.4M
Pathstone Holdings
237
Pathstone Holdings
New Jersey
$2.35M
WTA
238
Washington Trust Advisors
Massachusetts
$2.35M
SDIC
239
South Dakota Investment Council
South Dakota
$2.32M
PCA
240
Pallas Capital Advisors
Massachusetts
$2.28M
PCM
241
Princeton Capital Management
New Jersey
$2.27M
HighTower Advisors
242
HighTower Advisors
Illinois
$2.26M
STA
243
Summit Trail Advisors
New York
$2.24M
RCM
244
Radnor Capital Management
Pennsylvania
$2.19M
SC
245
SummitTX Capital
Texas
$2.18M
Ensign Peak Advisors
246
Ensign Peak Advisors
Utah
$2.13M
DIA
247
Dana Investment Advisors
Wisconsin
$2.11M
SIG
248
Sargent Investment Group
Maryland
$2.1M
CB
249
Cadence Bank
Mississippi
$2.1M
Susquehanna International Group
250
Susquehanna International Group
Pennsylvania
$2.06M