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Evercore

630 hedge funds and large institutions have $11.9B invested in Evercore in 2025 Q4 according to their latest regulatory filings, with 82 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:

0.27% more ownership

Funds ownership: 89.94%90.21% (+0.27%)

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
630
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
California Public Employees Retirement System
76
California Public Employees Retirement System
California
$23.9M
BCM
77
Basswood Capital Management
New York
$23.7M
JG
78
Jain Global
New York
$22.7M
Envestnet Asset Management
79
Envestnet Asset Management
Illinois
$22.2M
State of Wisconsin Investment Board
80
State of Wisconsin Investment Board
Wisconsin
$21.6M
SEI Investments
81
SEI Investments
Pennsylvania
$20.9M
AllianceBernstein
82
AllianceBernstein
Tennessee
$20.9M
AM
83
AGF Management
Ontario, Canada
$20.4M
Legal & General Group
84
Legal & General Group
United Kingdom
$20.4M
CPC
85
Cookson Peirce & Co
Pennsylvania
$19.8M
Treasurer of the State of North Carolina
86
Treasurer of the State of North Carolina
North Carolina
$19.8M
GKIM
87
GW&K Investment Management
Massachusetts
$19.1M
CIA
88
CCM Investment Advisers
South Carolina
$19M
SO
89
STRS Ohio
Ohio
$18.7M
Ameriprise
90
Ameriprise
Minnesota
$18.6M
SPS
91
Susquehanna Portfolio Strategies
Pennsylvania
$18.4M
EIP
92
Epoch Investment Partners
New York
$18.3M
SSA
93
Schonfeld Strategic Advisors
New York
$18.3M
ELI
94
Empire Life Investments
Ontario, Canada
$17.8M
MCM
95
Marsico Capital Management
Colorado
$17.3M
Cerity Partners
96
Cerity Partners
New York
$16.7M
New York State Teachers Retirement System (NYSTRS)
97
New York State Teachers Retirement System (NYSTRS)
New York
$16.4M
Los Angeles Capital Management
98
Los Angeles Capital Management
California
$16.3M
TCM
99
Thames Capital Management
New Jersey
$16M
Wells Fargo
100
Wells Fargo
California
$15.9M