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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
GDP
276
Great Diamond Partners
Maine
$1.32M +$68.1K +212 +6%
Public Employees Retirement Association of Colorado
277
Public Employees Retirement Association of Colorado
Colorado
$1.32M
SOADOR
278
State of Alaska Department of Revenue
Alaska
$1.31M -$103K -320 -8%
LWAM
279
Legacy Wealth Asset Management
Minnesota
$1.29M -$2.25K -7 -0.2%
MFG
280
Merit Financial Group
Georgia
$1.28M +$7.07K +22 +0.6%
TCPG
281
Trivant Custom Portfolio Group
California
$1.23M +$4.5K +14 +0.4%
RCA
282
Runnymede Capital Advisors
Ohio
$1.23M +$1.16M +3,607 New
Qube Research & Technologies (QRT)
283
Qube Research & Technologies (QRT)
United Kingdom
$1.22M +$1.15M +3,573 New
BCM
284
Buckhead Capital Management
Georgia
$1.21M -$274K -852 -19%
M&T Bank
285
M&T Bank
New York
$1.21M +$793K +2,466 +227%
MAM
286
Martingale Asset Management
Massachusetts
$1.2M -$85.2K -265 -7%
X
287
Xponance
Pennsylvania
$1.19M -$229K -714 -17%
IP
288
Isthmus Partners
Wisconsin
$1.18M +$1.11M +3,465 New
PNC Financial Services Group
289
PNC Financial Services Group
Pennsylvania
$1.17M -$13.8K -43 -1%
QEI
290
QSV Equity Investors
Illinois
$1.16M -$544K -1,693 -33%
SA
291
Sanctuary Advisors
Indiana
$1.15M -$19.9K -62 -2%
RA
292
Ransom Advisory
Rhode Island
$1.14M
KF
293
Krilogy Financial
Missouri
$1.14M
Allspring Global Investments
294
Allspring Global Investments
North Carolina
$1.12M -$215K -669 -17%
Commonwealth Equity Services
295
Commonwealth Equity Services
Massachusetts
$1.11M -$30.2K -94 -3%
IMRF
296
Illinois Municipal Retirement Fund
Illinois
$1.11M -$426K -1,325 -29%
Aviva
297
Aviva
United Kingdom
$1.11M +$582K +1,812 +126%
CCM
298
Coldstream Capital Management
Washington
$1.1M +$70.7K +220 +7%
LFA
299
Legend Financial Advisors
Pennsylvania
$1.09M -$9.32K -29 -0.9%
Baird Financial Group
300
Baird Financial Group
Wisconsin
$1.08M -$26.7K -83 -3%