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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
CAM
551
Close Asset Management
United Kingdom
$27K +$25.7K +80 New
VWWMG
552
Vermillion & White Wealth Management Group
Pennsylvania
$26.9K
VSQM
553
V-Square Quantitative Management
Illinois
$25.9K +$24.4K +76 New
Mitsubishi UFJ Asset Management
554
Mitsubishi UFJ Asset Management
Japan
$24.2K
EW
555
Elyxium Wealth
California
$24.2K +$22.8K +71 New
HAP
556
Harbor Asset Planning
Massachusetts
$22.8K
CFO
557
CVA Family Office
Colorado
$21.1K
WSFS
558
Wilmington Savings Fund Society
Delaware
$20.4K
MCM
559
Manchester Capital Management
Vermont
$20.4K +$3.21K +10 +20%
FFO
560
Fortitude Family Office
Arizona
$19.7K -$1.29K -4 -6%
TCM
561
Tradewinds Capital Management
Washington
$18.7K
CA
562
CoreCap Advisors
Michigan
$16.3K -$321 -1 -2%
Group One Trading
563
Group One Trading
Illinois
$16.3K +$15.4K +48 New
GIA
564
GHP Investment Advisors
Colorado
$15.3K
SL
565
Salomon & Ludwin
Virginia
$14.9K +$13.2K +41 New
ST
566
Smithfield Trust
Pennsylvania
$14K
LFG
567
Larson Financial Group
Missouri
$14K +$4.18K +13 +46%
RFG
568
REAP Financial Group
Texas
$13.9K
HI
569
Harbour Investments
Wisconsin
$13.6K -$321 -1 -2%
BCWM
570
Bartlett & Co Wealth Management
Ohio
$13.6K
JWA
571
JFS Wealth Advisors
Pennsylvania
$12.6K +$2.57K +8 +28%
ACM
572
Aster Capital Management
United Arab Emirates
$12.6K -$414K -1,289 -97%
FMII
573
Farmers & Merchants Investments Inc
Nebraska
$11.2K +$643 +2 +6%
BL
574
BFSG LLC
California
$10.9K
PWMG
575
Private Wealth Management Group
New Jersey
$10.9K