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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
VRS
651
Virginia Retirement Systems
Virginia
-$1.42M -4,200 Closed
SCM
652
Sandler Capital Management
New York
-$1.38M -4,088 Closed
WG
653
Winton Group
United Kingdom
-$1.35M -4,010 Closed
CAU
654
Caxton Associates (UK)
-$1.32M -3,899 Closed
BJL
655
Brighton Jones LLC
Washington
-$1.22M -3,629 Closed
ONGA
656
O'Neil Global Advisors
California
-$1.21M -3,572 Closed
EMAM
657
Encompass More Asset Management
California
-$1.03M -3,063 Closed
ET
658
Entropy Technologies
New York
-$877K -2,600 Closed
Daiwa Securities Group
659
Daiwa Securities Group
Japan
-$702K -2,080 Closed
XT
660
XTX Topco
Cayman Islands
-$700K -2,076 Closed
P
661
Pitcairn
Pennsylvania
-$687K -2,038 Closed
FHA
662
Flagship Harbor Advisors
Massachusetts
-$670K -1,986 Closed
JF
663
Jump Financial
Illinois
-$659K -1,953 Closed
CG
664
Caprock Group
Idaho
-$589K -1,827 Closed
NP
665
NorthRock Partners
Minnesota
-$541K -1,604 Closed
AV
666
Alamea Verwaltungs
New Jersey
-$489K -1,451 Closed
Kovitz Investment Group Partners
667
Kovitz Investment Group Partners
Illinois
-$462K -1,368 Closed
ECM
668
Evergreen Capital Management
Washington
-$386K -1,143 Closed
CI Investments Inc
669
CI Investments Inc
Ontario, Canada
-$382K -1,131 Closed
AWA
670
Aaron Wealth Advisors
Illinois
-$374K -1,108 Closed
BHCM
671
Brevan Howard Capital Management
Jersey
-$372K -1,103 Closed
HIS
672
Harvest Investment Services
Illinois
-$353K -1,047 Closed
GWMR
673
GC Wealth Management RIA
Massachusetts
-$345K -1,023 Closed
IWC
674
Integrated Wealth Concepts
Massachusetts
-$313K -929 Closed
OAM
675
Oppenheimer Asset Management
New York
-$312K -926 Closed