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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
MPW
526
MASECO Private Wealth
$54.5K
KAS
527
Kestra Advisory Services
Texas
$54.2K
GWM
528
Greenline Wealth Management
Florida
$52.8K
AssetMark Inc
529
AssetMark Inc
California
$52.7K
KFI
530
Key Financial Inc
Pennsylvania
$46.6K
AA
531
Addison Advisors
Vermont
$44.9K
LI
532
LRI Investments
Florida
$44K
CFB
533
Cullen/Frost Bankers
Texas
$43.1K
PWPS
534
Pinnacle Wealth Planning Services
Ohio
$41.2K
OCM
535
Osterweis Capital Management
California
$40.8K
QC
536
Quent Capital
New York
$39.2K
SIC
537
SJS Investment Consulting
Ohio
$39.1K
PFBT
538
Parkside Financial Bank & Trust
Missouri
$36.1K
BIA
539
Bell Investment Advisors
California
$36.1K
KFAS
540
Keating Financial Advisory Services
Kansas
$36.1K
ECSS
541
Eurizon Capital SGR SpA
$35K
NS
542
NBC Securities
Alabama
$34.4K
P
543
Palladiem
Pennsylvania
$34.4K
DB
544
Danske Bank
Denmark
$34K
HC
545
Hurley Capital
New York
$29.4K
WTC
546
WhitTier Trust Company
Nevada
$29.2K
AA
547
Ancora Advisors
Ohio
$27.2K
CAM
548
Close Asset Management
United Kingdom
$27K
VWWMG
549
Vermillion & White Wealth Management Group
Pennsylvania
$26.9K
VSQM
550
V-Square Quantitative Management
Illinois
$25.9K