EVR icon

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
AWM
626
Abound Wealth Management
Tennessee
$450
CJ
627
Caitlin John
Michigan
$340
Kayne Anderson Rudnick Investment Management
628
Kayne Anderson Rudnick Investment Management
California
$340
UFF
629
USA Financial Formulas
Michigan
$340
ANBT
630
American National Bank & Trust
Texas
$340
DF
631
Dunhill Financial
United Kingdom
$264
RCM
632
Raleigh Capital Management
North Carolina
$13
BCPEMI
633
Bain Capital Public Equity Management II
Massachusetts
Artisan Partners
634
Artisan Partners
Wisconsin
KHCM
635
Kettle Hill Capital Management
New York
BTW
636
Boston Trust Walden
Massachusetts
BCPE
637
Bain Capital Public Equity
Massachusetts
EP
638
Edgestream Partners
New Jersey
Arrowstreet Capital
639
Arrowstreet Capital
Massachusetts
TIG
640
Tribune Investment Group
New York
SWGC
641
Summit Wealth Group (Colorado)
Colorado
UOTTAIMCU
642
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
Marshall Wace
643
Marshall Wace
United Kingdom
Adage Capital Partners
644
Adage Capital Partners
Massachusetts
Capital Fund Management (CFM)
645
Capital Fund Management (CFM)
France
LCM
646
Laurion Capital Management
New York
Public Sector Pension Investment Board (PSP Investments)
647
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
VRS
648
Virginia Retirement Systems
Virginia
SCM
649
Sandler Capital Management
New York
WG
650
Winton Group
United Kingdom