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Evercore

631 hedge funds and large institutions have $11.9B invested in Evercore in 2025 Q4 according to their latest regulatory filings, with 83 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:

0.34% more ownership

Funds ownership: 89.9%90.24% (+0.34%)

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
631
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
HIP
476
HUB Investment Partners
Texas
$244K
CPA
477
Capital Performance Advisors
California
$243K
M
478
MATAURO
New York
$241K
CC
479
Cypress Capital
Tennessee
$236K
CTC
480
Central Trust Company
Missouri
$234K
ATC
481
Argent Trust Co
Tennessee
$234K
ITG
482
Index Technologies Group
New York
$234K
RGF
483
Retirement Guys Formula
Ohio
$231K
AFP
484
Ausdal Financial Partners
Iowa
$230K
OIA
485
OneDigital Investment Advisors
Kansas
$230K
DA
486
Denali Advisors
California
$228K
KFSC
487
Keystone Financial Services (Colorado)
Colorado
$222K
Rafferty Asset Management
488
Rafferty Asset Management
New York
$221K
OL
489
Optas LLC
Texas
$218K
AIM
490
Advyzon Investment Management
Illinois
$218K
HFS
491
Hantz Financial Services
Michigan
$216K
MA
492
Mutual Advisors
Nebraska
$216K
GHA
493
GW Henssler & Associates
Georgia
$215K
BC
494
Bayforest Capital
United Kingdom
$214K
SC
495
Savant Capital
Illinois
$214K
DWM
496
Destination Wealth Management
California
$213K
HWM
497
Hohimer Wealth Management
Washington
$212K
VCM
498
Versant Capital Management
Arizona
$212K
TPI
499
Trust Point Inc
Wisconsin
$211K
QCM
500
QRG Capital Management
Illinois
$205K