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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
SSA
326
Sierra Summit Advisors
Nevada
$878K
Prudential Financial
327
Prudential Financial
New Jersey
$841K
IPW
328
Impact Partnership Wealth
Georgia
$822K
SCM
329
Sterling Capital Management
North Carolina
$817K
EH
330
Equitable Holdings
New York
$816K
I
331
InceptionR
California
$814K
BPC
332
Banque Pictet & Cie
Switzerland
$802K
CGH
333
Crossmark Global Holdings
Texas
$784K
ECM
334
ExodusPoint Capital Management
New York
$761K
HWM
335
HB Wealth Management
Georgia
$749K
KCP
336
Kera Capital Partners
California
$740K
ACP
337
Aviance Capital Partners
Florida
$724K
SF
338
Summit Financial
New Jersey
$698K
JSW
339
Journey Strategic Wealth
New Jersey
$689K
PP
340
PDT Partners
New York
$681K
URS
341
Utah Retirement Systems
Utah
$663K
SAI
342
Savvy Advisors Inc
New York
$653K
CL
343
Choreo LLC
Illinois
$638K
JCM
344
J2 Capital Management
Michigan
$637K
HR
345
Hardy Reed
Mississippi
$631K
MSRPS
346
Maryland State Retirement & Pension System
Maryland
$626K
CTC
347
Cetera Trust Company
Minnesota
$619K
VT
348
Vise Technologies
New York
$615K
APWM
349
Argonautica Private Wealth Management
Massachusetts
$615K
FCM
350
Fieldview Capital Management
Michigan
$608K