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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
VSQM
551
V-Square Quantitative Management
Illinois
$25.9K
Mitsubishi UFJ Asset Management
552
Mitsubishi UFJ Asset Management
Japan
$24.2K
EW
553
Elyxium Wealth
California
$24.2K
HAP
554
Harbor Asset Planning
Massachusetts
$22.8K
CFO
555
CVA Family Office
Colorado
$21.1K
WSFS
556
Wilmington Savings Fund Society
Delaware
$20.4K
MCM
557
Manchester Capital Management
Vermont
$20.4K
FFO
558
Fortitude Family Office
Arizona
$19.7K
TCM
559
Tradewinds Capital Management
Washington
$18.7K
CA
560
CoreCap Advisors
Michigan
$16.3K
Group One Trading
561
Group One Trading
Illinois
$16.3K
GIA
562
GHP Investment Advisors
Colorado
$15.3K
SL
563
Salomon & Ludwin
Virginia
$14.9K
ST
564
Smithfield Trust
Pennsylvania
$14K
LFG
565
Larson Financial Group
Missouri
$14K
RFG
566
REAP Financial Group
Texas
$13.9K
HI
567
Harbour Investments
Wisconsin
$13.6K
BCWM
568
Bartlett & Co Wealth Management
Ohio
$13.6K
JWA
569
JFS Wealth Advisors
Pennsylvania
$12.6K
ACM
570
Aster Capital Management
United Arab Emirates
$12.6K
FMII
571
Farmers & Merchants Investments Inc
Nebraska
$11.2K
BL
572
BFSG LLC
California
$10.9K
PWMG
573
Private Wealth Management Group
New Jersey
$10.9K
SA
574
Scarborough Advisors
Maryland
$8.85K
AWM
575
Activest Wealth Management
Florida
$8.17K