EVR icon

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
HWMO
426
Heritage Wealth Management (Ohio)
Ohio
$340K
WA
427
Waverly Advisors
Alabama
$338K
MAP
428
Moody Aldrich Partners
Massachusetts
$336K
BIG
429
Brooklyn Investment Group
New York
$336K
WT
430
Whittier Trust
California
$335K
NFP
431
Narus Financial Partners
Utah
$333K
NG
432
Norden Group
Utah
$330K
P
433
&Partners
Tennessee
$330K
SWP
434
Sagespring Wealth Partners
Tennessee
$323K
PWG
435
Portside Wealth Group
Utah
$322K
HI
436
Horizon Investments
North Carolina
$322K
PCM
437
Penserra Capital Management
California
$322K
PA
438
Parallel Advisors
California
$322K
CIBC World Market
439
CIBC World Market
Ontario, Canada
$319K
TCWA
440
Turtle Creek Wealth Advisors
Texas
$316K
ETC
441
Exchange Traded Concepts
Oklahoma
$315K
FFM
442
Forum Financial Management
Illinois
$315K
IC
443
Inscription Capital
Texas
$313K
PE
444
PCM Encore
Colorado
$310K
PWM
445
Perigon Wealth Management
California
$309K
MYAM
446
Meiji Yasuda Asset Management
Japan
$302K
ECM
447
Everence Capital Management
Indiana
$299K
MAS
448
Meeder Advisory Services
Ohio
$297K
Acadian Asset Management
449
Acadian Asset Management
Massachusetts
$296K
BTI
450
Blue Trust Inc
Georgia
$295K