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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
APW
626
Atlantic Private Wealth
North Carolina
$682 +$643 +2 New
FMP
627
Financial Management Professionals
Texas
$681
SWM
628
Spire Wealth Management
Virginia
$681 +$643 +2 New
AWM
629
Abound Wealth Management
Tennessee
$450 +$321 +1 New
CJ
630
Caitlin John
Michigan
$340 -$4.5K -14 -93%
Kayne Anderson Rudnick Investment Management
631
Kayne Anderson Rudnick Investment Management
California
$340
ANBT
632
American National Bank & Trust
Texas
$340 +$321 +1 New
UFF
633
USA Financial Formulas
Michigan
$340 +$321 +1 New
DF
634
Dunhill Financial
United Kingdom
$264 +$321 +1 New
RCM
635
Raleigh Capital Management
North Carolina
$13
BCPEMI
636
Bain Capital Public Equity Management II
Massachusetts
-$146M -434,209 Closed
Artisan Partners
637
Artisan Partners
Wisconsin
-$54.2M -160,544 Closed
KHCM
638
Kettle Hill Capital Management
New York
-$22.3M -66,047 Closed
BTW
639
Boston Trust Walden
Massachusetts
-$12.1M -35,729 Closed
BCPE
640
Bain Capital Public Equity
Massachusetts
-$9.76M -28,938 Closed
EP
641
Edgestream Partners
New Jersey
-$8.62M -25,565 Closed
Arrowstreet Capital
642
Arrowstreet Capital
Massachusetts
-$7.4M -21,931 Closed
TIG
643
Tribune Investment Group
New York
-$6.75M -20,000 Closed
SWGC
644
Summit Wealth Group (Colorado)
Colorado
-$3.98M -19,614 Closed
UOTTAIMCU
645
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
-$5.79M -17,171 Closed
Marshall Wace
646
Marshall Wace
United Kingdom
-$4.71M -13,960 Closed
Adage Capital Partners
647
Adage Capital Partners
Massachusetts
-$4.39M -13,000 Closed
Capital Fund Management (CFM)
648
Capital Fund Management (CFM)
France
-$3.66M -10,853 Closed
LCM
649
Laurion Capital Management
New York
-$3.4M -10,074 Closed
Public Sector Pension Investment Board (PSP Investments)
650
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
-$3.34M -9,900 Closed