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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
BAM
401
Belpointe Asset Management
Nevada
$393K
AFG
402
Atomi Financial Group
New York
$392K
UCFA
403
United Capital Financial Advisors
Texas
$392K
National Bank of Canada
404
National Bank of Canada
Quebec, Canada
$390K
SI
405
Stephens Inc
Arkansas
$387K
NW
406
NewEdge Wealth
Pennsylvania
$380K
Lido Advisors
407
Lido Advisors
California
$379K
WA
408
Waddell & Associates
Tennessee
$379K
GRP
409
Global Retirement Partners
California
$376K
TCA
410
Transcend Capital Advisors
New Jersey
$371K
KBC Group
411
KBC Group
Belgium
$369K
HH
412
Hilltop Holdings
Texas
$366K
PHS
413
Pekin Hardy Strauss
Illinois
$364K
DP
414
Dundas Partners
United Kingdom
$364K
CWM
415
Centurion Wealth Management
Virginia
$357K
EW
416
Evoke Wealth
California
$357K
SAG
417
SageView Advisory Group
California
$353K
CCA
418
Childress Capital Advisors
Texas
$349K
JIC
419
Joel Isaacson & Co
New York
$347K
TI
420
Tidal Investments
Wisconsin
$344K
LTAS
421
Linden Thomas Advisory Services
North Carolina
$342K
WPC
422
Wedmont Private Capital
Pennsylvania
$341K
CC
423
Courier Capital
New York
$340K
VI
424
Versor Investments
New York
$340K
HWMO
425
Heritage Wealth Management (Ohio)
Ohio
$340K