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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
HNW
601
High Note Wealth
Minnesota
$3.06K +$2.89K +9 New
CFD
602
Creative Financial Designs
Indiana
$2.72K
Q1WB
603
Quest 10 Wealth Builders
Virginia
$2.72K
OC
604
Optima Capital
Oregon
$2.72K +$2.57K +8 New
HFS
605
Hughes Financial Services
Virginia
$2.38K
PWA
606
Principia Wealth Advisory
Texas
$2.38K
Optiver Holding
607
Optiver Holding
Netherlands
$2.04K -$24.1K -75 -93%
DPW
608
DiNuzzo Private Wealth
Pennsylvania
$2.04K
SC
609
SouthState Corp
Florida
$2.04K
MCA
610
McGuire Capital Advisors
Oklahoma
$2.04K +$1.93K +6 New
WETS
611
Wealth Enhancement Trust Services
South Dakota
$2.04K +$1.93K +6 New
AGWCA
612
Annis Gardner Whiting Capital Advisors
Florida
$1.7K -$5.46K -17 -77%
CH
613
Cromwell Holdings
Wyoming
$1.7K
IPS
614
Investors Portfolio Services
Washington
$1.66K +$1.61K +5 New
BHWM
615
Bay Harbor Wealth Management
Maryland
$1.36K
LSA
616
Leonteq Securities AG
Switzerland
$1.36K +$1.29K +4 New
RF
617
Rossby Financial
Florida
$1.36K +$1.29K +4 New
OP
618
ORG Partners
Indiana
$1.36K -$8.04K -25 -86%
AF
619
Advisornet Financial
Minnesota
$1.02K
BGAI
620
Bruce G. Allen Investments
Colorado
$1.02K
CA
621
Crewe Advisors
Utah
$1.02K
FNWA
622
Financial Network Wealth Advisors
Utah
$1.02K
HIA
623
HFM Investment Advisors
New Jersey
$1.02K
CAL
624
Capital Advisors Ltd
Ohio
$1K
AW
625
Avion Wealth
Texas
$1K +$964 +3 +150%