EVR icon

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
TFA
576
Toth Financial Advisory
Virginia
$7.49K
RS
577
Rakuten Securities
Japan
$7.49K
PWMG
578
Prestige Wealth Management Group
New Jersey
$7.15K
SEP
579
Signature Equity Partners
Ohio
$6.81K
MAM
580
Meeder Asset Management
Ohio
$6.8K
PWA
581
Physician Wealth Advisors
Utah
$6.8K
WWA
582
Wealth Watch Advisors
Colorado
$5.44K
CPG
583
Cornerstone Planning Group
New Jersey
$5.08K
MFT
584
Moisand Fitzgerald Tamayo
Florida
$4.76K
BAM
585
Bellevue Asset Management
Washington
$4.76K
EWP
586
Elevation Wealth Partners
California
$4.42K
AS
587
Altshuler Shaham
Israel
$4.42K
RWM
588
Rialto Wealth Management
New York
$4.08K
ACA
589
Atlas Capital Advisors
Wyoming
$4.08K
NWM
590
Navigoe Wealth Management
California
$4K
WA
591
Westfuller Advisors
New York
$3.91K
SIS
592
Sound Income Strategies
Florida
$3.79K
CT
593
Clearstead Trust
Maine
$3.74K
SS
594
Sunbelt Securities
Texas
$3.74K
WA
595
WPG Advisers
Maryland
$3.4K
NSIM
596
North Star Investment Management
Illinois
$3.4K
BWL
597
Bogart Wealth LLC
Virginia
$3.06K
HNW
598
High Note Wealth
Minnesota
$3.06K
Q1WB
599
Quest 10 Wealth Builders
Virginia
$2.72K
CFD
600
Creative Financial Designs
Indiana
$2.72K