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Evercore

631 hedge funds and large institutions have $11.9B invested in Evercore in 2025 Q4 according to their latest regulatory filings, with 83 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:

0.34% more ownership

Funds ownership: 89.9%90.24% (+0.34%)

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
631
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
QCG
376
Quadrant Capital Group
Ohio
$491K
JIC
377
Johnson Investment Counsel
Ohio
$490K
OF
378
Optimize Financial
California
$489K
BDFN
379
Bond & Devick Financial Network
Minnesota
$476K
FCG
380
Fielder Capital Group
Tennessee
$475K
GLA
381
Great Lakes Advisors
Illinois
$473K
EI
382
Ethic Inc
New York
$466K
NAM
383
NorthCrest Asset Manangement
Minnesota
$460K
GIA
384
Gateway Investment Advisers
Ohio
$451K
SCP
385
Sivia Capital Partners
California
$446K
NDSIB
386
North Dakota State Investment Board
North Dakota
$444K
TRCT
387
Tower Research Capital (TRC)
New York
$432K
SCM
388
Shelton Capital Management
Colorado
$431K
IWP
389
Insight Wealth Partners
Texas
$427K
EPW
390
Evolve Private Wealth
California
$427K
C
391
Certuity
Florida
$424K
GI
392
GAMMA Investing
California
$423K
FBT
393
First Bank & Trust
South Dakota
$420K
FTWA
394
Fifth Third Wealth Advisors
Ohio
$420K
CIM
395
Cambria Investment Management
California
$416K
CIS
396
Custom Index Systems
New York
$409K
MCM
397
Massar Capital Management
Connecticut
$407K
CIBC Asset Management
398
CIBC Asset Management
Ontario, Canada
$406K
AWM
399
AE Wealth Management
Kansas
$399K
LNWTC
400
Laird Norton Wetherby Trust Company
Washington
$399K