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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
JIC
376
Johnson Investment Counsel
Ohio
$490K
OF
377
Optimize Financial
California
$489K
BDFN
378
Bond & Devick Financial Network
Minnesota
$476K
FCG
379
Fielder Capital Group
Tennessee
$475K
GLA
380
Great Lakes Advisors
Illinois
$473K
EI
381
Ethic Inc
New York
$466K
NAM
382
NorthCrest Asset Manangement
Minnesota
$460K
GIA
383
Gateway Investment Advisers
Ohio
$451K
SCP
384
Sivia Capital Partners
California
$446K
NDSIB
385
North Dakota State Investment Board
North Dakota
$444K
TRCT
386
Tower Research Capital (TRC)
New York
$432K
SCM
387
Shelton Capital Management
Colorado
$431K
IWP
388
Insight Wealth Partners
Texas
$427K
EPW
389
Evolve Private Wealth
California
$427K
C
390
Certuity
Florida
$424K
GI
391
GAMMA Investing
California
$423K
FBT
392
First Bank & Trust
South Dakota
$420K
FTWA
393
Fifth Third Wealth Advisors
Ohio
$420K
CIM
394
Cambria Investment Management
California
$416K
CIS
395
Custom Index Systems
New York
$409K
MCM
396
Massar Capital Management
Connecticut
$407K
CIBC Asset Management
397
CIBC Asset Management
Ontario, Canada
$406K
AWM
398
AE Wealth Management
Kansas
$399K
LNWTC
399
Laird Norton Wetherby Trust Company
Washington
$399K
Cambridge Investment Research Advisors
400
Cambridge Investment Research Advisors
Iowa
$397K