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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
WA
426
Waverly Advisors
Alabama
$338K
MAP
427
Moody Aldrich Partners
Massachusetts
$336K
BIG
428
Brooklyn Investment Group
New York
$336K
WT
429
Whittier Trust
California
$335K
NFP
430
Narus Financial Partners
Utah
$333K
NG
431
Norden Group
Utah
$330K
P
432
&Partners
Tennessee
$330K
SWP
433
Sagespring Wealth Partners
Tennessee
$323K
PWG
434
Portside Wealth Group
Utah
$322K
HI
435
Horizon Investments
North Carolina
$322K
PCM
436
Penserra Capital Management
California
$322K
PA
437
Parallel Advisors
California
$322K
CIBC World Market
438
CIBC World Market
Ontario, Canada
$319K
TCWA
439
Turtle Creek Wealth Advisors
Texas
$316K
ETC
440
Exchange Traded Concepts
Oklahoma
$315K
FFM
441
Forum Financial Management
Illinois
$315K
IC
442
Inscription Capital
Texas
$313K
PE
443
PCM Encore
Colorado
$310K
PWM
444
Perigon Wealth Management
California
$309K
MYAM
445
Meiji Yasuda Asset Management
Japan
$302K
ECM
446
Everence Capital Management
Indiana
$299K
MAS
447
Meeder Advisory Services
Ohio
$297K
Acadian Asset Management
448
Acadian Asset Management
Massachusetts
$296K
BTI
449
Blue Trust Inc
Georgia
$295K
BEI
450
Benjamin Edwards Inc
Missouri
$292K