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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
CC
426
Courier Capital
New York
$340K
HWMO
427
Heritage Wealth Management (Ohio)
Ohio
$340K
VI
428
Versor Investments
New York
$340K
WA
429
Waverly Advisors
Alabama
$338K +$101K +315 +47%
MAP
430
Moody Aldrich Partners
Massachusetts
$336K -$643 -2 -0.2%
BIG
431
Brooklyn Investment Group
New York
$336K +$61.4K +191 +25%
WT
432
Whittier Trust
California
$335K +$31.8K +99 +12%
NFP
433
Narus Financial Partners
Utah
$333K
NG
434
Norden Group
Utah
$330K -$5.46K -17 -2%
P
435
&Partners
Tennessee
$330K +$24.4K +76 +9%
SWP
436
Sagespring Wealth Partners
Tennessee
$323K -$21.9K -68 -7%
PWG
437
Portside Wealth Group
Utah
$322K -$63K -196 -17%
HI
438
Horizon Investments
North Carolina
$322K +$302K +939 +11,738%
PCM
439
Penserra Capital Management
California
$322K +$305K +948 New
PA
440
Parallel Advisors
California
$322K -$120K -372 -28%
CIBC World Market
441
CIBC World Market
Ontario, Canada
$319K +$12.2K +38 +4%
TCWA
442
Turtle Creek Wealth Advisors
Texas
$316K +$299K +929 New
ETC
443
Exchange Traded Concepts
Oklahoma
$315K +$298K +927 New
FFM
444
Forum Financial Management
Illinois
$315K -$321 -1 -0.1%
IC
445
Inscription Capital
Texas
$313K -$3.21K -10 -1%
PE
446
PCM Encore
Colorado
$310K +$292K +910 New
PWM
447
Perigon Wealth Management
California
$309K -$7.71K -24 -3%
MYAM
448
Meiji Yasuda Asset Management
Japan
$302K -$2.89K -9 -1%
ECM
449
Everence Capital Management
Indiana
$299K
MAS
450
Meeder Advisory Services
Ohio
$297K +$41.1K +128 +17%