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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
CIA
476
Caerus Investment Advisors
Texas
$249K -$138K -429 -37%
CAG
477
Crestwood Advisors Group
Massachusetts
$247K +$233K +725 New
HIP
478
HUB Investment Partners
Texas
$244K +$26K +81 +13%
CPA
479
Capital Performance Advisors
California
$243K +$2.25K +7 +1%
M
480
MATAURO
New York
$241K -$16.4K -51 -7%
CC
481
Cypress Capital
Tennessee
$236K +$17K +53 +8%
CTC
482
Central Trust Company
Missouri
$234K +$186K +579 +526%
ATC
483
Argent Trust Co
Tennessee
$234K +$5.79K +18 +3%
ITG
484
Index Technologies Group
New York
$234K +$221K +687 New
RGF
485
Retirement Guys Formula
Ohio
$231K -$964 -3 -0.4%
AFP
486
Ausdal Financial Partners
Iowa
$230K +$218K +677 New
OIA
487
OneDigital Investment Advisors
Kansas
$230K -$4.5K -14 -2%
DA
488
Denali Advisors
California
$228K -$1.93K -6 -0.9%
KFSC
489
Keystone Financial Services (Colorado)
Colorado
$222K -$2.25K -7 -1%
Rafferty Asset Management
490
Rafferty Asset Management
New York
$221K -$5.46K -17 -3%
OL
491
Optas LLC
Texas
$218K -$162K -504 -44%
AIM
492
Advyzon Investment Management
Illinois
$218K +$206K +640 New
HFS
493
Hantz Financial Services
Michigan
$216K +$86.5K +269 +73%
MA
494
Mutual Advisors
Nebraska
$216K -$19.6K -61 -9%
GHA
495
GW Henssler & Associates
Georgia
$215K
BC
496
Bayforest Capital
United Kingdom
$214K +$202K +630 New
SC
497
Savant Capital
Illinois
$214K +$202K +629 New
DWM
498
Destination Wealth Management
California
$213K -$41.1K -128 -17%
HWM
499
Hohimer Wealth Management
Washington
$212K +$321 +1 +0.2%
VCM
500
Versant Capital Management
Arizona
$212K +$22.2K +69 +12%