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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
KeyBank National Association
376
KeyBank National Association
Ohio
$497K -$220K -684 -32%
WANY
377
Wealthspire Advisors (New York)
New York
$496K +$175K +543 +59%
QCG
378
Quadrant Capital Group
Ohio
$491K -$4.18K -13 -0.9%
JIC
379
Johnson Investment Counsel
Ohio
$490K +$14.1K +44 +3%
OF
380
Optimize Financial
California
$489K +$6.43K +20 +1%
BDFN
381
Bond & Devick Financial Network
Minnesota
$476K
FCG
382
Fielder Capital Group
Tennessee
$475K +$51.7K +161 +13%
GLA
383
Great Lakes Advisors
Illinois
$473K -$33.4K -104 -7%
EI
384
Ethic Inc
New York
$466K -$28.6K -89 -6%
NAM
385
NorthCrest Asset Manangement
Minnesota
$460K -$23.5K -73 -5%
GIA
386
Gateway Investment Advisers
Ohio
$451K +$88.7K +276 +26%
SCP
387
Sivia Capital Partners
California
$446K +$9.96K +31 +2%
NDSIB
388
North Dakota State Investment Board
North Dakota
$444K +$419K +1,304 New
TRCT
389
Tower Research Capital (TRC)
New York
$432K -$19K -59 -4%
SCM
390
Shelton Capital Management
Colorado
$431K
IWP
391
Insight Wealth Partners
Texas
$427K
EPW
392
Evolve Private Wealth
California
$427K +$403K +1,254 New
C
393
Certuity
Florida
$424K +$16.4K +51 +4%
GI
394
GAMMA Investing
California
$423K +$62K +193 +18%
FBT
395
First Bank & Trust
South Dakota
$420K -$24.7K -77 -6%
FTWA
396
Fifth Third Wealth Advisors
Ohio
$420K -$5.14K -16 -1%
CIM
397
Cambria Investment Management
California
$416K +$186K +578 +90%
CIS
398
Custom Index Systems
New York
$409K +$387K +1,203 New
MCM
399
Massar Capital Management
Connecticut
$407K +$385K +1,197 New
CIBC Asset Management
400
CIBC Asset Management
Ontario, Canada
$406K