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