EVR icon

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
Mitsubishi UFJ Asset Management
551
Mitsubishi UFJ Asset Management
Japan
$24.2K
EW
552
Elyxium Wealth
California
$24.2K
HAP
553
Harbor Asset Planning
Massachusetts
$22.8K
CFO
554
CVA Family Office
Colorado
$21.1K
WSFS
555
Wilmington Savings Fund Society
Delaware
$20.4K
MCM
556
Manchester Capital Management
Vermont
$20.4K
FFO
557
Fortitude Family Office
Arizona
$19.7K
TCM
558
Tradewinds Capital Management
Washington
$18.7K
CA
559
CoreCap Advisors
Michigan
$16.3K
Group One Trading
560
Group One Trading
Illinois
$16.3K
GIA
561
GHP Investment Advisors
Colorado
$15.3K
SL
562
Salomon & Ludwin
Virginia
$14.9K
ST
563
Smithfield Trust
Pennsylvania
$14K
LFG
564
Larson Financial Group
Missouri
$14K
RFG
565
REAP Financial Group
Texas
$13.9K
HI
566
Harbour Investments
Wisconsin
$13.6K
BCWM
567
Bartlett & Co Wealth Management
Ohio
$13.6K
JWA
568
JFS Wealth Advisors
Pennsylvania
$12.6K
ACM
569
Aster Capital Management
United Arab Emirates
$12.6K
FMII
570
Farmers & Merchants Investments Inc
Nebraska
$11.2K
BL
571
BFSG LLC
California
$10.9K
PWMG
572
Private Wealth Management Group
New Jersey
$10.9K
SA
573
Scarborough Advisors
Maryland
$8.85K
AWM
574
Activest Wealth Management
Florida
$8.17K
TFA
575
Toth Financial Advisory
Virginia
$7.49K