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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
OC
601
Optima Capital
Oregon
$2.72K
PWA
602
Principia Wealth Advisory
Texas
$2.38K
HFS
603
Hughes Financial Services
Virginia
$2.38K
Optiver Holding
604
Optiver Holding
Netherlands
$2.04K
SC
605
SouthState Corp
Florida
$2.04K
DPW
606
DiNuzzo Private Wealth
Pennsylvania
$2.04K
MCA
607
McGuire Capital Advisors
Oklahoma
$2.04K
WETS
608
Wealth Enhancement Trust Services
South Dakota
$2.04K
AGWCA
609
Annis Gardner Whiting Capital Advisors
Florida
$1.7K
CH
610
Cromwell Holdings
Wyoming
$1.7K
IPS
611
Investors Portfolio Services
Washington
$1.66K
BHWM
612
Bay Harbor Wealth Management
Maryland
$1.36K
LSA
613
Leonteq Securities AG
Switzerland
$1.36K
RF
614
Rossby Financial
Florida
$1.36K
OP
615
ORG Partners
Indiana
$1.36K
BGAI
616
Bruce G. Allen Investments
Colorado
$1.02K
AF
617
Advisornet Financial
Minnesota
$1.02K
CA
618
Crewe Advisors
Utah
$1.02K
FNWA
619
Financial Network Wealth Advisors
Utah
$1.02K
HIA
620
HFM Investment Advisors
New Jersey
$1.02K
CAL
621
Capital Advisors Ltd
Ohio
$1K
AW
622
Avion Wealth
Texas
$1K
APW
623
Atlantic Private Wealth
North Carolina
$682
FMP
624
Financial Management Professionals
Texas
$681
SWM
625
Spire Wealth Management
Virginia
$681