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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
HFS
601
Hughes Financial Services
Virginia
$2.38K
PWA
602
Principia Wealth Advisory
Texas
$2.38K
Optiver Holding
603
Optiver Holding
Netherlands
$2.04K
SC
604
SouthState Corp
Florida
$2.04K
DPW
605
DiNuzzo Private Wealth
Pennsylvania
$2.04K
MCA
606
McGuire Capital Advisors
Oklahoma
$2.04K
WETS
607
Wealth Enhancement Trust Services
South Dakota
$2.04K
AGWCA
608
Annis Gardner Whiting Capital Advisors
Florida
$1.7K
CH
609
Cromwell Holdings
Wyoming
$1.7K
IPS
610
Investors Portfolio Services
Washington
$1.66K
BHWM
611
Bay Harbor Wealth Management
Maryland
$1.36K
RF
612
Rossby Financial
Florida
$1.36K
LSA
613
Leonteq Securities AG
Switzerland
$1.36K
OP
614
ORG Partners
Indiana
$1.36K
FNWA
615
Financial Network Wealth Advisors
Utah
$1.02K
AF
616
Advisornet Financial
Minnesota
$1.02K
CA
617
Crewe Advisors
Utah
$1.02K
BGAI
618
Bruce G. Allen Investments
Colorado
$1.02K
HIA
619
HFM Investment Advisors
New Jersey
$1.02K
CAL
620
Capital Advisors Ltd
Ohio
$1K
AW
621
Avion Wealth
Texas
$1K
APW
622
Atlantic Private Wealth
North Carolina
$682
FMP
623
Financial Management Professionals
Texas
$681
SWM
624
Spire Wealth Management
Virginia
$681
AWM
625
Abound Wealth Management
Tennessee
$450