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Evercore

627 hedge funds and large institutions have $11.7B invested in Evercore in 2025 Q3 according to their latest regulatory filings, with 126 funds opening new positions, 220 increasing their positions, 190 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 57

48% more call options, than puts

Call options by funds: $41.7M | Put options by funds: $28.2M

21% more capital invested

Capital invested by funds: $9.65B → $11.7B (+$2.06B)

16% more repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 190

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

11% more funds holding

Funds holding: 565627 (+62)

2.47% less ownership

Funds ownership: 92.39%89.91% (-2.5%)

Holders
627
Holders Change
+62
Holders Change %
+10.97%
% of All Funds
8.23%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
126
Increased
220
Reduced
190
Closed
57
Calls
$41.7M
Puts
$28.2M
Net Calls
+$13.5M
Net Calls Change
-$21.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
601
Cloud Capital Management
Washington
$3K +$2.82K +9 New
CFD
602
Creative Financial Designs
Indiana
$2.7K
Q1WB
603
Quest 10 Wealth Builders
Virginia
$2.7K
HI
604
Horizon Investments
North Carolina
$2.7K +$2.51K +8 New
PWA
605
Principia Wealth Advisory
Texas
$2.36K
HFS
606
Hughes Financial Services
Virginia
$2.16K
SC
607
SouthState Corp
Florida
$2.02K
TIM
608
Tortoise Investment Management
New York
$2.02K +$627 +2 +50%
EWP
609
Elevation Wealth Partners
California
$2.02K +$1.88K +6 New
DPW
610
DiNuzzo Private Wealth
Pennsylvania
$1.93K
CH
611
Cromwell Holdings
Wyoming
$1.69K
CAM
612
Creekmur Asset Management
Illinois
$1.37K
BHWM
613
Bay Harbor Wealth Management
Maryland
$1.35K +$627 +2 +100%
BGAI
614
Bruce G. Allen Investments
Colorado
$1.01K -$1.25K -4 -57%
AF
615
Advisornet Financial
Minnesota
$1.01K
CA
616
Crewe Advisors
Utah
$1.01K
FNWA
617
Financial Network Wealth Advisors
Utah
$1.01K
HIA
618
HFM Investment Advisors
New Jersey
$1.01K
CAL
619
Capital Advisors Ltd
Ohio
$1K
FMP
620
Financial Management Professionals
Texas
$675
BIM
621
Breakwater Investment Management
Washington
$675 +$627 +2 New
NC
622
North Capital
Utah
$675 +$627 +2 New
NSIM
623
North Star Investment Management
Illinois
$675 +$627 +2 New
WOC
624
West Oak Capital
California
$590
Kayne Anderson Rudnick Investment Management
625
Kayne Anderson Rudnick Investment Management
California
$337