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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
Fuller & Thaler Asset Management
26
Fuller & Thaler Asset Management
California
$93.9M
Charles Schwab
27
Charles Schwab
California
$90.9M
SIMG
28
Stephens Investment Management Group
Texas
$83.4M
Bank of America
29
Bank of America
North Carolina
$82.2M
Holocene Advisors
30
Holocene Advisors
New York
$81.5M
JCM
31
Junto Capital Management
New York
$75.5M
Primecap Management
32
Primecap Management
California
$74.9M
CCM
33
Channing Capital Management
Illinois
$74.8M
NAMI
34
Nomura Asset Management International
Pennsylvania
$72M
BNP Paribas Asset Management
35
BNP Paribas Asset Management
France
$70.3M
AIM
36
Artemis Investment Management
United Kingdom
$70M
Macquarie Group
37
Macquarie Group
Australia
$68.2M
Victory Capital Management
38
Victory Capital Management
Texas
$65M
Neuberger Berman Group
39
Neuberger Berman Group
New York
$61.3M
Rockefeller Capital Management
40
Rockefeller Capital Management
New York
$59.6M
Schroder Investment Management Group
41
Schroder Investment Management Group
United Kingdom
$57.8M
TCM
42
TimesSquare Capital Management
New York
$57.4M
Capital International Investors
43
Capital International Investors
California
$56.8M
Manulife (Manufacturers Life Insurance)
44
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$55.2M
Franklin Resources
45
Franklin Resources
California
$51.9M
Raymond James Financial
46
Raymond James Financial
Florida
$49.9M
TCG
47
Tremblant Capital Group
Florida
$49.6M
GACM
48
Global Alpha Capital Management
Quebec, Canada
$40.7M
ACL
49
Azora Capital LP
Florida
$40.2M
QCM
50
Quantinno Capital Management
New York
$38.6M