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Evercore

634 hedge funds and large institutions have $11.9B invested in Evercore in 2025 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 201 increasing their positions, 252 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 69

18% more call options, than puts

Call options by funds: $23.6M | Put options by funds: $20M

1% more funds holding

Funds holding: 627634 (+7)

1% more capital invested

Capital invested by funds: $11.7B → $11.9B (+$164M)

0.34% more ownership

Funds ownership: 89.91%90.26% (+0.34%)

20% less repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 252

56% less funds holding in top 10

Funds holding in top 10: 94 (-5)

Holders
634
Holders Change
+7
Holders Change %
+1.12%
% of All Funds
7.71%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.05%
New
85
Increased
201
Reduced
252
Closed
69
Calls
$23.6M
Puts
$20M
Net Calls
+$3.64M
Net Calls Change
-$9.84M
Name Holding Trade Value Shares
Change
Change in
Stake
HIMS
226
Hager Investment Management Services
New Hampshire
$2.65M +$29.2K +91 +1%
LCM
227
Legato Capital Management
California
$2.64M +$610K +1,897 +32%
OPERF
228
Oregon Public Employees Retirement Fund
Oregon
$2.64M +$8.68K +27 +0.3%
Caisse de Depot et Placement du Quebec (CDPQ)
229
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$2.55M +$2.41M +7,484 New
FDCDDQ
230
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.52M -$283K -882 -11%
Bank of Montreal
231
Bank of Montreal
Ontario, Canada
$2.49M -$5.38M -16,743 -70%
HW
232
Hancock Whitney
Mississippi
$2.45M +$12.9K +40 +0.6%
LCM
233
Landscape Capital Management
New Jersey
$2.45M -$1.49M -4,640 -39%
MCM
234
Monument Capital Management
Virginia
$2.42M +$56.6K +176 +3%
AIP
235
Ameritas Investment Partners
Nebraska
$2.41M -$47.2K -147 -2%
Cetera Investment Advisers
236
Cetera Investment Advisers
Illinois
$2.4M -$101K -314 -4%
Pathstone Holdings
237
Pathstone Holdings
New Jersey
$2.35M -$262K -816 -11%
WTA
238
Washington Trust Advisors
Massachusetts
$2.35M -$44K -137 -2%
SDIC
239
South Dakota Investment Council
South Dakota
$2.32M
PCA
240
Pallas Capital Advisors
Massachusetts
$2.28M +$33.4K +104 +2%
PCM
241
Princeton Capital Management
New Jersey
$2.27M +$88.4K +275 +4%
HighTower Advisors
242
HighTower Advisors
Illinois
$2.26M +$60.1K +187 +3%
STA
243
Summit Trail Advisors
New York
$2.24M +$227K +706 +12%
RCM
244
Radnor Capital Management
Pennsylvania
$2.19M
SC
245
SummitTX Capital
Texas
$2.18M +$2.06M +6,413 New
Ensign Peak Advisors
246
Ensign Peak Advisors
Utah
$2.13M -$1.54M -4,784 -43%
DIA
247
Dana Investment Advisors
Wisconsin
$2.11M -$95.8K -298 -5%
SIG
248
Sargent Investment Group
Maryland
$2.1M -$267K -831 -12%
CB
249
Cadence Bank
Mississippi
$2.1M +$72K +224 +4%
Susquehanna International Group
250
Susquehanna International Group
Pennsylvania
$2.06M +$1.95M +6,066 New