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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
PCM
676
Prelude Capital Management
New York
-$307K -909 Closed
OR
677
Olympiad Research
Connecticut
-$292K -867 Closed
VIM
678
Vinva Investment Management
Australia
-$426K -822 Closed
SF
679
Symphony Financial
Texas
-$241K -715 Closed
VCM
680
Voleon Capital Management
California
-$236K -701 Closed
AT
681
Arlington Trust
Alabama
-$236K -699 Closed
CFG
682
Cooper Financial Group
California
-$234K -693 Closed
Sumitomo Mitsui Trust Group
683
Sumitomo Mitsui Trust Group
Japan
-$226K -670 Closed
DFCM
684
Dark Forest Capital Management
Puerto Rico
-$224K -663 Closed
BAAM
685
Baker Avenue Asset Management
California
-$218K -646 Closed
MNBTD
686
Moody National Bank Trust Division
Texas
-$215K -636 Closed
AHC
687
Adell Harriman & Carpenter
Texas
-$207K -613 Closed
QFA
688
Quantum Financial Advisors
California
-$206K -610 Closed
ONB
689
Old National Bancorp
Indiana
-$200K -593 Closed
Twin Tree Management
690
Twin Tree Management
Texas
-$113K -334 Closed
BAMF
691
BI Asset Management Fondsmaeglerselskab
Denmark
-$91K -270 Closed
JFGIW
692
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$80.6K -239 Closed
PS
693
Principal Securities
Iowa
-$52.6K -156 Closed
RA
694
Rise Advisors
New York
-$28.5K -85 Closed
QL
695
Quarry LP
New York
-$28.3K -84 Closed
SIC
696
Salem Investment Counselors
North Carolina
-$25.3K -75 Closed
T
697
Tidemark
California
-$23K -68 Closed
MG
698
Mather Group
Illinois
-$11.5K -34 Closed
AAS
699
Ameritas Advisory Services
Nebraska
-$7.42K -22 Closed
JWM
700
JPL Wealth Management
Colorado
-$6.41K -19 Closed