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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
FRM
301
Fox Run Management
Connecticut
$1.08M +$1.02M +3,179 New
AI
302
Atria Investments
North Carolina
$1.07M +$6.75K +21 +0.7%
A
303
AlphaQuest
New York
$1.06M +$789K +2,455 +365%
DAS
304
Dynamic Advisor Solutions
Arizona
$1.05M -$52.4K -163 -5%
Swedbank
305
Swedbank
Sweden
$1.04M +$22.5K +70 +2%
PCM
306
PenderFund Capital Management
British Columbia, Canada
$1.04M +$19.3K +60 +2%
ZBNA
307
Zions Bancorporation, National Association
Utah
$1.02M -$33.1K -103 -3%
BP
308
BNP Paribas
France
$1.02M -$107K -333 -10%
IB
309
Intrust Bank
Kansas
$1.01M +$22.5K +70 +2%
Osaic Holdings
310
Osaic Holdings
Arizona
$982K -$120K -372 -11%
PCS
311
Private Client Services
Kentucky
$973K -$903K -2,808 -50%
I
312
InterCapital
Texas
$970K +$916K +2,850 New
SAM
313
Securian Asset Management
Minnesota
$950K -$32.1K -100 -3%
HEIP
314
Hudson Edge Investment Partners
New Jersey
$938K -$131K -407 -13%
SLAM
315
Swiss Life Asset Management
$934K +$310K +965 +54%
FF
316
Friedenthal Financial
New Jersey
$933K +$881K +2,741 New
Federated Hermes
317
Federated Hermes
Pennsylvania
$929K -$231K -719 -21%
ORC
318
O'Rourke & Company
Massachusetts
$928K -$26.4K -82 -3%
Nisa Investment Advisors
319
Nisa Investment Advisors
Missouri
$925K -$224K -696 -20%
Janney Montgomery Scott
320
Janney Montgomery Scott
Pennsylvania
$922K +$7.71K +24 +0.9%
MOS
321
MGO One Seven
Ohio
$908K +$183K +569 +27%
VA
322
Vident Advisory
Georgia
$903K +$7.07K +22 +0.8%
MML Investors Services
323
MML Investors Services
Massachusetts
$891K -$301K -936 -26%
BFPW
324
BOK Financial Private Wealth
Colorado
$885K -$13.2K -41 -2%
PC
325
Pier Capital
Connecticut
$882K +$168K +522 +25%