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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
AWM
401
AE Wealth Management
Kansas
$399K -$148K -459 -28%
LNWTC
402
Laird Norton Wetherby Trust Company
Washington
$399K +$377K +1,172 New
Cambridge Investment Research Advisors
403
Cambridge Investment Research Advisors
Iowa
$397K -$56.9K -177 -13%
BAM
404
Belpointe Asset Management
Nevada
$393K -$19K -59 -5%
AFG
405
Atomi Financial Group
New York
$392K +$35.7K +111 +11%
UCFA
406
United Capital Financial Advisors
Texas
$392K +$147K +456 +66%
National Bank of Canada
407
National Bank of Canada
Quebec, Canada
$390K +$201K +626 +121%
SI
408
Stephens Inc
Arkansas
$387K +$9K +28 +3%
NW
409
NewEdge Wealth
Pennsylvania
$380K -$47.6K -148 -12%
Lido Advisors
410
Lido Advisors
California
$379K +$121K +375 +50%
WA
411
Waddell & Associates
Tennessee
$379K +$17.7K +55 +5%
GRP
412
Global Retirement Partners
California
$376K +$195K +608 +122%
TCA
413
Transcend Capital Advisors
New Jersey
$371K +$37.3K +116 +12%
KBC Group
414
KBC Group
Belgium
$369K
HH
415
Hilltop Holdings
Texas
$366K -$22.2K -69 -6%
PHS
416
Pekin Hardy Strauss
Illinois
$364K -$17.7K -55 -5%
DP
417
Dundas Partners
United Kingdom
$364K +$48.9K +152 +17%
CWM
418
Centurion Wealth Management
Virginia
$357K
EW
419
Evoke Wealth
California
$357K -$10.3K -32 -3%
SAG
420
SageView Advisory Group
California
$353K -$964 -3 -0.3%
CCA
421
Childress Capital Advisors
Texas
$349K +$330K +1,027 New
JIC
422
Joel Isaacson & Co
New York
$347K +$83.9K +261 +34%
TI
423
Tidal Investments
Wisconsin
$344K +$12.2K +38 +4%
LTAS
424
Linden Thomas Advisory Services
North Carolina
$342K -$4.82K -15 -1%
WPC
425
Wedmont Private Capital
Pennsylvania
$341K +$11.3K +35 +4%