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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
IHL
451
Investment House LLC
California
$289K
OC
452
Oppenheimer & Co
New York
$289K
PPW
453
Parcion Private Wealth
Washington
$285K
PA
454
Profund Advisors
Maryland
$283K
PAS
455
Park Avenue Securities
New York
$282K
BMWM
456
Brown Miller Wealth Management
Virginia
$281K
VFA
457
Valeo Financial Advisors
Indiana
$281K
GA
458
Greenspring Advisors
Maryland
$280K
LAM
459
L2 Asset Management
Massachusetts
$279K
AF
460
Allworth Financial
California
$276K
WWM
461
Whalen Wealth Management
Nevada
$274K
FFA
462
Farther Finance Advisors
California
$274K
PS
463
Planned Solutions
California
$272K
ACIM
464
Azimuth Capital Investment Management
Michigan
$272K
RIL
465
Rothschild Investment LLC
Illinois
$265K
AB
466
ANB Bank
Colorado
$262K
JTWM
467
Jackson Thornton Wealth Management
Alabama
$261K
AHL
468
Abel Hall LLC
Louisiana
$260K
SFC
469
SYM Financial Corp
Indiana
$258K
FM
470
Foster & Motley
Ohio
$255K
ISL
471
Ingalls & Snyder LLC
New York
$254K
KCM
472
Kendall Capital Management
Maryland
$252K
CIA
473
Caerus Investment Advisors
Texas
$249K
CAG
474
Crestwood Advisors Group
Massachusetts
$247K
HIP
475
HUB Investment Partners
Texas
$244K