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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
Public Employees Retirement Association of Colorado
276
Public Employees Retirement Association of Colorado
Colorado
$1.32M
SOADOR
277
State of Alaska Department of Revenue
Alaska
$1.31M
LWAM
278
Legacy Wealth Asset Management
Minnesota
$1.29M
MFG
279
Merit Financial Group
Georgia
$1.28M
TCPG
280
Trivant Custom Portfolio Group
California
$1.23M
RCA
281
Runnymede Capital Advisors
Ohio
$1.23M
Qube Research & Technologies (QRT)
282
Qube Research & Technologies (QRT)
United Kingdom
$1.22M
BCM
283
Buckhead Capital Management
Georgia
$1.21M
M&T Bank
284
M&T Bank
New York
$1.21M
MAM
285
Martingale Asset Management
Massachusetts
$1.2M
X
286
Xponance
Pennsylvania
$1.19M
IP
287
Isthmus Partners
Wisconsin
$1.18M
PNC Financial Services Group
288
PNC Financial Services Group
Pennsylvania
$1.17M
QEI
289
QSV Equity Investors
Illinois
$1.16M
SA
290
Sanctuary Advisors
Indiana
$1.15M
RA
291
Ransom Advisory
Rhode Island
$1.14M
KF
292
Krilogy Financial
Missouri
$1.14M
Allspring Global Investments
293
Allspring Global Investments
North Carolina
$1.12M
Commonwealth Equity Services
294
Commonwealth Equity Services
Massachusetts
$1.11M
IMRF
295
Illinois Municipal Retirement Fund
Illinois
$1.11M
Aviva
296
Aviva
United Kingdom
$1.11M
CCM
297
Coldstream Capital Management
Washington
$1.1M
LFA
298
Legend Financial Advisors
Pennsylvania
$1.09M
Baird Financial Group
299
Baird Financial Group
Wisconsin
$1.08M
FRM
300
Fox Run Management
Connecticut
$1.08M