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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
HNB
526
Huntington National Bank
Ohio
$58.2K
MPW
527
MASECO Private Wealth
$54.5K
KAS
528
Kestra Advisory Services
Texas
$54.2K
GWM
529
Greenline Wealth Management
Florida
$52.8K
AssetMark Inc
530
AssetMark Inc
California
$52.7K
KFI
531
Key Financial Inc
Pennsylvania
$46.6K
AA
532
Addison Advisors
Vermont
$44.9K
LI
533
LRI Investments
Florida
$44K
CFB
534
Cullen/Frost Bankers
Texas
$43.1K
PWPS
535
Pinnacle Wealth Planning Services
Ohio
$41.2K
OCM
536
Osterweis Capital Management
California
$40.8K
QC
537
Quent Capital
New York
$39.2K
SIC
538
SJS Investment Consulting
Ohio
$39.1K
PFBT
539
Parkside Financial Bank & Trust
Missouri
$36.1K
BIA
540
Bell Investment Advisors
California
$36.1K
KFAS
541
Keating Financial Advisory Services
Kansas
$36.1K
ECSS
542
Eurizon Capital SGR SpA
$35K
NS
543
NBC Securities
Alabama
$34.4K
P
544
Palladiem
Pennsylvania
$34.4K
DB
545
Danske Bank
Denmark
$34K
HC
546
Hurley Capital
New York
$29.4K
WTC
547
WhitTier Trust Company
Nevada
$29.2K
AA
548
Ancora Advisors
Ohio
$27.2K
CAM
549
Close Asset Management
United Kingdom
$27K
VWWMG
550
Vermillion & White Wealth Management Group
Pennsylvania
$26.9K