EVR icon

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
CPA
476
Capital Performance Advisors
California
$243K
M
477
MATAURO
New York
$241K
CC
478
Cypress Capital
Tennessee
$236K
CTC
479
Central Trust Company
Missouri
$234K
ATC
480
Argent Trust Co
Tennessee
$234K
ITG
481
Index Technologies Group
New York
$234K
RGF
482
Retirement Guys Formula
Ohio
$231K
AFP
483
Ausdal Financial Partners
Iowa
$230K
OIA
484
OneDigital Investment Advisors
Kansas
$230K
DA
485
Denali Advisors
California
$228K
KFSC
486
Keystone Financial Services (Colorado)
Colorado
$222K
Rafferty Asset Management
487
Rafferty Asset Management
New York
$221K
OL
488
Optas LLC
Texas
$218K
AIM
489
Advyzon Investment Management
Illinois
$218K
HFS
490
Hantz Financial Services
Michigan
$216K
MA
491
Mutual Advisors
Nebraska
$216K
GHA
492
GW Henssler & Associates
Georgia
$215K
BC
493
Bayforest Capital
United Kingdom
$214K
SC
494
Savant Capital
Illinois
$214K
DWM
495
Destination Wealth Management
California
$213K
HWM
496
Hohimer Wealth Management
Washington
$212K
VCM
497
Versant Capital Management
Arizona
$212K
TPI
498
Trust Point Inc
Wisconsin
$211K
QCM
499
QRG Capital Management
Illinois
$205K
SCA
500
Snowden Capital Advisors
New York
$204K