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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
SF
676
Symphony Financial
Texas
VCM
677
Voleon Capital Management
California
AT
678
Arlington Trust
Alabama
CFG
679
Cooper Financial Group
California
Sumitomo Mitsui Trust Group
680
Sumitomo Mitsui Trust Group
Japan
DFCM
681
Dark Forest Capital Management
Puerto Rico
BAAM
682
Baker Avenue Asset Management
California
MNBTD
683
Moody National Bank Trust Division
Texas
AHC
684
Adell Harriman & Carpenter
Texas
QFA
685
Quantum Financial Advisors
California
ONB
686
Old National Bancorp
Indiana
Twin Tree Management
687
Twin Tree Management
Texas
BAMF
688
BI Asset Management Fondsmaeglerselskab
Denmark
JFGIW
689
Johnson Financial Group Inc (Wisconsin)
Wisconsin
PS
690
Principal Securities
Iowa
RA
691
Rise Advisors
New York
QL
692
Quarry LP
New York
SIC
693
Salem Investment Counselors
North Carolina
T
694
Tidemark
California
MG
695
Mather Group
Illinois
AAS
696
Ameritas Advisory Services
Nebraska
JWM
697
JPL Wealth Management
Colorado
CCM
698
Cloud Capital Management
Washington
TIM
699
Tortoise Investment Management
New York
NC
700
North Capital
Utah