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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
PSB
526
Piscataqua Savings Bank
New Hampshire
$61.2K
FHC
527
First Horizon Corporation
Tennessee
$59.2K +$964 +3 +2%
HNB
528
Huntington National Bank
Ohio
$58.2K +$643 +2 +1%
MPW
529
MASECO Private Wealth
$54.5K
KAS
530
Kestra Advisory Services
Texas
$54.2K +$51.1K +159 New
GWM
531
Greenline Wealth Management
Florida
$52.8K +$49.8K +155 New
AssetMark Inc
532
AssetMark Inc
California
$52.7K -$1.93K -6 -4%
KFI
533
Key Financial Inc
Pennsylvania
$46.6K
AA
534
Addison Advisors
Vermont
$44.9K -$2.57K -8 -6%
LI
535
LRI Investments
Florida
$44K
CFB
536
Cullen/Frost Bankers
Texas
$43.1K -$4.82K -15 -11%
PWPS
537
Pinnacle Wealth Planning Services
Ohio
$41.2K +$38.9K +121 New
OCM
538
Osterweis Capital Management
California
$40.8K
QC
539
Quent Capital
New York
$39.2K -$6.75K -21 -15%
SIC
540
SJS Investment Consulting
Ohio
$39.1K +$3.21K +10 +10%
PFBT
541
Parkside Financial Bank & Trust
Missouri
$36.1K -$28.9K -90 -46%
BIA
542
Bell Investment Advisors
California
$36.1K
KFAS
543
Keating Financial Advisory Services
Kansas
$36.1K +$34.1K +106 New
ECSS
544
Eurizon Capital SGR SpA
$35K +$32.8K +102 New
NS
545
NBC Securities
Alabama
$34.4K
P
546
Palladiem
Pennsylvania
$34.4K +$32.1K +100 New
DB
547
Danske Bank
Denmark
$34K
HC
548
Hurley Capital
New York
$29.4K +$321 +1 +1%
WTC
549
WhitTier Trust Company
Nevada
$29.2K +$25.1K +78 New
AA
550
Ancora Advisors
Ohio
$27.2K +$25.7K +80 New