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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
American Century Companies
51
American Century Companies
Missouri
$37.8M +$19.3M +59,902 +117%
BSA
52
Braun Stacey Associates
New York
$37.6M +$453K +1,408 +1%
BA
53
Bridgewater Associates
Connecticut
$36.9M +$11.9M +37,142 +52%
WCM Investment Management
54
WCM Investment Management
California
$35.7M -$1.93M -6,018 -5%
ProShare Advisors
55
ProShare Advisors
Maryland
$35.6M -$3.92M -12,196 -10%
CF
56
Covea Finance
France
$35.4M +$15.8M +49,100 +90%
CVA
57
Ceredex Value Advisors
Florida
$34.1M +$8.64M +26,885 +37%
Retirement Systems of Alabama
58
Retirement Systems of Alabama
Alabama
$33.9M -$79.4K -247 -0.2%
RhumbLine Advisers
59
RhumbLine Advisers
Massachusetts
$33.6M -$280K -870 -0.9%
RA
60
Royce & Associates
New York
$32.6M -$8.8M -27,385 -22%
Walleye Capital
61
Walleye Capital
New York
$32.2M +$310K +966 +1%
Janus Henderson Group
62
Janus Henderson Group
United Kingdom
$31.7M +$7.46M +23,199 +33%
Citadel Advisors
63
Citadel Advisors
Florida
$30M +$28.3M +88,142 New
DCM
64
Driehaus Capital Management
Illinois
$29.5M +$16M +49,805 +135%
Canada Pension Plan Investment Board
65
Canada Pension Plan Investment Board
Ontario, Canada
$29.4M +$3.31M +10,313 +14%
UBS AM
66
UBS AM
Illinois
$28.9M -$3.04M -9,450 -10%
Principal Financial Group
67
Principal Financial Group
Iowa
$28.7M -$1.17M -3,628 -4%
CRM
68
Cramer Rosenthal McGlynn
Connecticut
$28.2M -$8.89M -27,673 -25%
FWIA
69
Fort Washington Investment Advisors
Ohio
$26.8M +$554K +1,723 +2%
Swiss National Bank
70
Swiss National Bank
Switzerland
$25.9M +$347K +1,080 +1%
IC
71
IEQ Capital
California
$25.2M -$923K -2,871 -4%
N
72
Nuveen
North Carolina
$25M -$4.73M -14,712 -17%
WHG
73
Westwood Holdings Group
Texas
$24.6M -$185K -576 -0.8%
IP
74
Interval Partners
New York
$24.3M +$22.9M +71,385 New
New York State Common Retirement Fund
75
New York State Common Retirement Fund
New York
$24.2M -$3.62M -11,267 -14%