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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
SA
576
Scarborough Advisors
Maryland
$8.85K
AWM
577
Activest Wealth Management
Florida
$8.17K +$2.25K +7 +41%
TFA
578
Toth Financial Advisory
Virginia
$7.49K
BWA
579
Basecamp Wealth Advisors
Washington
$7.49K +$7.07K +22 New
RS
580
Rakuten Securities
Japan
$7.49K +$7.07K +22 New
PWMG
581
Prestige Wealth Management Group
New Jersey
$7.15K
SEP
582
Signature Equity Partners
Ohio
$6.81K +$6.43K +20 New
MAM
583
Meeder Asset Management
Ohio
$6.8K -$1.61K -5 -20%
PWA
584
Physician Wealth Advisors
Utah
$6.8K -$321 -1 -5%
WWA
585
Wealth Watch Advisors
Colorado
$5.44K +$1.93K +6 +60%
CPG
586
Cornerstone Planning Group
New Jersey
$5.08K +$4.5K +14 New
MFT
587
Moisand Fitzgerald Tamayo
Florida
$4.76K
BAM
588
Bellevue Asset Management
Washington
$4.76K
EWP
589
Elevation Wealth Partners
California
$4.42K +$2.25K +7 +117%
AS
590
Altshuler Shaham
Israel
$4.42K
RWM
591
Rialto Wealth Management
New York
$4.08K +$321 +1 +9%
ACA
592
Atlas Capital Advisors
Wyoming
$4.08K +$3.86K +12 New
NWM
593
Navigoe Wealth Management
California
$4K
WA
594
Westfuller Advisors
New York
$3.91K
SIS
595
Sound Income Strategies
Florida
$3.79K
CT
596
Clearstead Trust
Maine
$3.74K
SS
597
Sunbelt Securities
Texas
$3.74K
WA
598
WPG Advisers
Maryland
$3.4K
NSIM
599
North Star Investment Management
Illinois
$3.4K +$2.57K +8 +400%
BWL
600
Bogart Wealth LLC
Virginia
$3.06K