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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
SG Americas Securities
326
SG Americas Securities
New York
$879K +$162K +505 +24%
SSA
327
Sierra Summit Advisors
Nevada
$878K +$830K +2,581 New
Prudential Financial
328
Prudential Financial
New Jersey
$841K -$468K -1,456 -37%
IPW
329
Impact Partnership Wealth
Georgia
$822K +$777K +2,416 New
SCM
330
Sterling Capital Management
North Carolina
$817K -$33.7K -105 -4%
EH
331
Equitable Holdings
New York
$816K -$4.5K -14 -0.6%
I
332
InceptionR
California
$814K +$769K +2,391 New
BPC
333
Banque Pictet & Cie
Switzerland
$802K -$178K -553 -19%
CGH
334
Crossmark Global Holdings
Texas
$784K +$12.9K +40 +2%
ECM
335
ExodusPoint Capital Management
New York
$761K +$719K +2,237 New
JF
336
JMN Financial
Ohio
$759K +$717K +2,232 New
HWM
337
HB Wealth Management
Georgia
$749K +$38.2K +119 +6%
KCP
338
Kera Capital Partners
California
$740K +$127K +394 +23%
ACP
339
Aviance Capital Partners
Florida
$724K
SF
340
Summit Financial
New Jersey
$698K -$18.6K -58 -3%
JSW
341
Journey Strategic Wealth
New Jersey
$689K -$2.57K -8 -0.4%
PP
342
PDT Partners
New York
$681K
URS
343
Utah Retirement Systems
Utah
$663K
SAI
344
Savvy Advisors Inc
New York
$653K -$48.5K -151 -7%
CL
345
Choreo LLC
Illinois
$638K -$43.4K -135 -7%
JCM
346
J2 Capital Management
Michigan
$637K +$601K +1,871 New
HR
347
Hardy Reed
Mississippi
$631K
MSRPS
348
Maryland State Retirement & Pension System
Maryland
$626K
CTC
349
Cetera Trust Company
Minnesota
$619K
VT
350
Vise Technologies
New York
$615K +$338K +1,051 +139%