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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
Cambridge Investment Research Advisors
401
Cambridge Investment Research Advisors
Iowa
$397K
BAM
402
Belpointe Asset Management
Nevada
$393K
AFG
403
Atomi Financial Group
New York
$392K
UCFA
404
United Capital Financial Advisors
Texas
$392K
National Bank of Canada
405
National Bank of Canada
Quebec, Canada
$390K
SI
406
Stephens Inc
Arkansas
$387K
NW
407
NewEdge Wealth
Pennsylvania
$380K
Lido Advisors
408
Lido Advisors
California
$379K
WA
409
Waddell & Associates
Tennessee
$379K
GRP
410
Global Retirement Partners
California
$376K
TCA
411
Transcend Capital Advisors
New Jersey
$371K
KBC Group
412
KBC Group
Belgium
$369K
HH
413
Hilltop Holdings
Texas
$366K
PHS
414
Pekin Hardy Strauss
Illinois
$364K
DP
415
Dundas Partners
United Kingdom
$364K
CWM
416
Centurion Wealth Management
Virginia
$357K
EW
417
Evoke Wealth
California
$357K
SAG
418
SageView Advisory Group
California
$353K
CCA
419
Childress Capital Advisors
Texas
$349K
JIC
420
Joel Isaacson & Co
New York
$347K
TI
421
Tidal Investments
Wisconsin
$344K
LTAS
422
Linden Thomas Advisory Services
North Carolina
$342K
WPC
423
Wedmont Private Capital
Pennsylvania
$341K
CC
424
Courier Capital
New York
$340K
VI
425
Versor Investments
New York
$340K