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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
CB
351
Commerce Bank
Missouri
$605K
EWA
352
EverSource Wealth Advisors
Alabama
$604K
DWM
353
Diversify Wealth Management
Utah
$603K
NA
354
NewEdge Advisors
Louisiana
$592K
Toronto Dominion Bank
355
Toronto Dominion Bank
Ontario, Canada
$589K
EF
356
Empowered Funds
Pennsylvania
$588K
EWM
357
Evercore Wealth Management
New York
$585K
HIM
358
Hanlon Investment Management
New Jersey
$581K
DWM
359
Dakota Wealth Management
Florida
$581K
GT
360
Greenleaf Trust
Michigan
$579K
Jones Financial Companies
361
Jones Financial Companies
Missouri
$579K
EWA
362
EP Wealth Advisors
California
$578K
NWAG
363
Net Worth Advisory Group
Utah
$562K
HIA
364
Harbor Investment Advisory
Maryland
$560K
CPIG
365
Chicago Partners Investment Group
Illinois
$560K
PWS
366
Precision Wealth Strategies
Missouri
$531K
NEI
367
Northwest & Ethical Investments
Ontario, Canada
$526K
RWM
368
Ritholtz Wealth Management
New York
$512K
ECA
369
Elevated Capital Advisors
Utah
$511K
CFO
370
Callan Family Office
Pennsylvania
$509K
Jane Street
371
Jane Street
New York
$509K
BRWA
372
B. Riley Wealth Advisors
Florida
$507K
KeyBank National Association
373
KeyBank National Association
Ohio
$497K
WANY
374
Wealthspire Advisors (New York)
New York
$496K
QCG
375
Quadrant Capital Group
Ohio
$491K