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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
NSUP
251
NLB Skladi upravljanje premozenja
$2.04M +$1.93M +6,000 New
Pictet Asset Management
252
Pictet Asset Management
Switzerland
$1.99M +$105K +328 +6%
VAS
253
Vestmark Advisory Solutions
Massachusetts
$1.96M +$993K +3,090 +116%
VNA
254
Valley National Advisers
Pennsylvania
$1.92M -$7.71K -24 -0.4%
NAAA
255
New Age Alpha Advisors
New York
$1.91M -$622K -1,936 -26%
IIM
256
INTECH Investment Management
Florida
$1.89M +$244K +758 +16%
MCM
257
MAI Capital Management
Ohio
$1.87M -$14.5K -45 -0.8%
C
258
Croban
Ohio
$1.83M +$6.75K +21 +0.4%
HF
259
HRT Financial
New York
$1.82M +$1.72M +5,342 New
CCA
260
Catalyst Capital Advisors
New York
$1.71M -$24.1K -75 -1%
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 -$2.46M -7,666 -62%
NFG
264
Nations Financial Group
Iowa
$1.62M +$8.36K +26 +0.5%
SPFA
265
Summit Place Financial Advisors
New Jersey
$1.61M -$78.7K -245 -5%
KOCAA
266
Knights of Columbus Asset Advisors
Connecticut
$1.59M +$1.5M +4,663 New
Pacer Advisors
267
Pacer Advisors
Pennsylvania
$1.58M -$161K -500 -10%
VI
268
Vestcor Inc
New Brunswick, Canada
$1.56M +$1.27M +3,957 +629%
CIP
269
Cornerstone Investment Partners
Georgia
$1.5M -$2.89K -9 -0.2%
FDS
270
Freedom Day Solutions
Texas
$1.47M +$28.6K +89 +2%
SI
271
Symmetry Investments
Jersey
$1.46M +$1.38M +4,280 New
NIP
272
Nicholas Investment Partners
California
$1.4M
First Eagle Investment Management
273
First Eagle Investment Management
New York
$1.4M +$3.54K +11 +0.3%
EP
274
Essential Partners
California
$1.35M -$111K -345 -8%
FPAS
275
Focus Partners Advisor Solutions
Missouri
$1.34M +$87.1K +271 +7%