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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
TPI
501
Trust Point Inc
Wisconsin
$211K -$27.3K -85 -12%
QCM
502
QRG Capital Management
Illinois
$205K +$194K +603 New
SCA
503
Snowden Capital Advisors
New York
$204K -$643 -2 -0.3%
BC
504
Bridgefront Capital
Texas
$201K +$190K +592 New
WWC
505
Waypoint Wealth Counsel
Georgia
$201K -$4.18K -13 -2%
TPCW
506
TD Private Client Wealth
New York
$195K -$1.29K -4 -0.7%
CPBTD
507
Central Pacific Bank - Trust Division
Hawaii
$187K -$19.3K -60 -10%
UB
508
UMB Bank
Missouri
$180K +$40.5K +126 +31%
SPIA
509
Steward Partners Investment Advisory
New York
$120K -$30.5K -95 -21%
SS
510
SBI Securities
Japan
$102K +$96.4K +300 +30,000%
CIBC Private Wealth Group
511
CIBC Private Wealth Group
Georgia
$97.7K -$81K -252 -47%
DT
512
DV Trading
Illinois
$95.3K +$90K +280 New
TM
513
Torren Management
California
$92.2K +$87.1K +271 New
TWD
514
True Wealth Design
Ohio
$85.1K -$964 -3 -1%
MPWT
515
MassMutual Private Wealth & Trust
Connecticut
$82K -$643 -2 -0.8%
W
516
WealthCollab
Washington
$81K
S
517
SignatureFD
Georgia
$78.6K +$2.89K +9 +4%
IA
518
IFP Advisors
Florida
$77.9K -$72K -224 -49%
C
519
Covestor
United Kingdom
$75K -$2.89K -9 -4%
SOW
520
State of Wyoming
Wyoming
$74.5K -$88.7K -276 -56%
Bessemer Group
521
Bessemer Group
New Jersey
$72K -$321 -1 -0.5%
SAM
522
Smartleaf Asset Management
Massachusetts
$71.7K +$7.39K +23 +12%
RFP
523
Root Financial Partners
California
$69.4K +$2.57K +8 +4%
CA
524
Clearstead Advisors
Ohio
$67.4K -$321 -1 -0.5%
AAP
525
Arax Advisory Partners
Colorado
$62K -$5.15M -16,021 -99%