We are live on ! Find out more
EVR icon

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
APWM
351
Argonautica Private Wealth Management
Massachusetts
$615K -$41.1K -128 -7%
FCM
352
Fieldview Capital Management
Michigan
$608K +$185K +575 +47%
CB
353
Commerce Bank
Missouri
$605K -$643 -2 -0.1%
EWA
354
EverSource Wealth Advisors
Alabama
$604K +$18.6K +58 +3%
DWM
355
Diversify Wealth Management
Utah
$603K -$10.3K -32 -2%
NA
356
NewEdge Advisors
Louisiana
$592K +$250K +778 +81%
Toronto Dominion Bank
357
Toronto Dominion Bank
Ontario, Canada
$589K +$20.6K +64 +4%
EF
358
Empowered Funds
Pennsylvania
$588K +$192K +598 +53%
EWM
359
Evercore Wealth Management
New York
$585K
HIM
360
Hanlon Investment Management
New Jersey
$581K -$36K -112 -6%
DWM
361
Dakota Wealth Management
Florida
$581K +$17.4K +54 +3%
GT
362
Greenleaf Trust
Michigan
$579K +$1.29K +4 +0.2%
Jones Financial Companies
363
Jones Financial Companies
Missouri
$579K +$142K +441 +35%
EWA
364
EP Wealth Advisors
California
$578K +$546K +1,698 New
NWAG
365
Net Worth Advisory Group
Utah
$562K +$102K +318 +24%
HIA
366
Harbor Investment Advisory
Maryland
$560K -$9.64K -30 -2%
CPIG
367
Chicago Partners Investment Group
Illinois
$560K +$31.5K +98 +7%
PWS
368
Precision Wealth Strategies
Missouri
$531K -$153K -475 -23%
NEI
369
Northwest & Ethical Investments
Ontario, Canada
$526K -$54K -168 -10%
RWM
370
Ritholtz Wealth Management
New York
$512K +$73.6K +229 +18%
ECA
371
Elevated Capital Advisors
Utah
$511K +$124K +387 +35%
CFO
372
Callan Family Office
Pennsylvania
$509K +$12.2K +38 +3%
Jane Street
373
Jane Street
New York
$509K -$22.2K -69 -4%
HSBC Holdings
374
HSBC Holdings
United Kingdom
$508K -$2.27M -7,075 -83%
BRWA
375
B. Riley Wealth Advisors
Florida
$507K +$479K +1,491 New