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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
NSUP
251
NLB Skladi upravljanje premozenja
$2.04M
Pictet Asset Management
252
Pictet Asset Management
Switzerland
$1.99M
VAS
253
Vestmark Advisory Solutions
Massachusetts
$1.96M
VNA
254
Valley National Advisers
Pennsylvania
$1.92M
NAAA
255
New Age Alpha Advisors
New York
$1.91M
IIM
256
INTECH Investment Management
Florida
$1.89M
MCM
257
MAI Capital Management
Ohio
$1.87M
C
258
Croban
Ohio
$1.83M
HF
259
HRT Financial
New York
$1.82M
CCA
260
Catalyst Capital Advisors
New York
$1.71M
SIA
261
Sit Investment Associates
Minnesota
$1.66M
AWM
262
Angeles Wealth Management
California
$1.64M
Mitsubishi UFJ Trust & Banking
263
Mitsubishi UFJ Trust & Banking
Japan
$1.62M
NFG
264
Nations Financial Group
Iowa
$1.62M
SPFA
265
Summit Place Financial Advisors
New Jersey
$1.61M
KOCAA
266
Knights of Columbus Asset Advisors
Connecticut
$1.59M
Pacer Advisors
267
Pacer Advisors
Pennsylvania
$1.58M
VI
268
Vestcor Inc
New Brunswick, Canada
$1.56M
CIP
269
Cornerstone Investment Partners
Georgia
$1.5M
FDS
270
Freedom Day Solutions
Texas
$1.47M
SI
271
Symmetry Investments
Jersey
$1.46M
NIP
272
Nicholas Investment Partners
California
$1.4M
First Eagle Investment Management
273
First Eagle Investment Management
New York
$1.4M
FPAS
274
Focus Partners Advisor Solutions
Missouri
$1.34M
GDP
275
Great Diamond Partners
Maine
$1.32M