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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
Acadian Asset Management
451
Acadian Asset Management
Massachusetts
$296K -$83.2K -259 -23%
BTI
452
Blue Trust Inc
Georgia
$295K -$9.32K -29 -3%
BEI
453
Benjamin Edwards Inc
Missouri
$292K +$22.5K +70 +9%
IHL
454
Investment House LLC
California
$289K
OC
455
Oppenheimer & Co
New York
$289K +$1.93K +6 +0.7%
PPW
456
Parcion Private Wealth
Washington
$285K +$11.6K +36 +4%
PA
457
Profund Advisors
Maryland
$283K -$22.5K -70 -8%
PAS
458
Park Avenue Securities
New York
$282K -$25.1K -78 -9%
BMWM
459
Brown Miller Wealth Management
Virginia
$281K +$6.43K +20 +2%
VFA
460
Valeo Financial Advisors
Indiana
$281K -$39.2K -122 -13%
GA
461
Greenspring Advisors
Maryland
$280K +$265K +823 New
LAM
462
L2 Asset Management
Massachusetts
$279K +$264K +821 New
AF
463
Allworth Financial
California
$276K +$15.4K +48 +6%
WWM
464
Whalen Wealth Management
Nevada
$274K -$1.02M -3,187 -80%
FFA
465
Farther Finance Advisors
California
$274K +$128K +398 +98%
PS
466
Planned Solutions
California
$272K
ACIM
467
Azimuth Capital Investment Management
Michigan
$272K +$32.1K +100 +14%
RIL
468
Rothschild Investment LLC
Illinois
$265K -$62K -193 -20%
AB
469
ANB Bank
Colorado
$262K -$9K -28 -4%
JTWM
470
Jackson Thornton Wealth Management
Alabama
$261K -$81.6K -254 -27%
AHL
471
Abel Hall LLC
Louisiana
$260K +$30.5K +95 +14%
SFC
472
SYM Financial Corp
Indiana
$258K +$3.86K +12 +2%
FM
473
Foster & Motley
Ohio
$255K -$121K -377 -34%
ISL
474
Ingalls & Snyder LLC
New York
$254K -$13.8K -43 -5%
KCM
475
Kendall Capital Management
Maryland
$252K -$27.3K -85 -10%