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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
FGP
101
Freestone Grove Partners
California
$15.9M +$6.26M +19,464 +71%
Balyasny Asset Management
102
Balyasny Asset Management
Illinois
$15.7M -$40.7M -126,770 -73%
Man Group
103
Man Group
United Kingdom
$15M -$4.12M -12,805 -22%
PAMP
104
Polar Asset Management Partners
Ontario, Canada
$14.5M +$13.7M +42,600 New
Allianz Asset Management
105
Allianz Asset Management
Germany
$13.9M -$2.38M -7,393 -15%
PCM
106
Peregrine Capital Management
Minnesota
$13.9M +$1.21M +3,756 +10%
CAM
107
Cresset Asset Management
Illinois
$13.9M -$22.5K -70 -0.2%
JWM
108
Jackson Wealth Management
Florida
$13.6M +$208K +647 +2%
MAM
109
Morse Asset Management
Connecticut
$13.2M +$20.6K +64 +0.2%
EGM
110
Engineers Gate Manager
New York
$13.1M +$12.4M +38,605 New
BF
111
BOK Financial
Oklahoma
$12.8M -$1M -3,117 -8%
FCM
112
Frontier Capital Management
Massachusetts
$12.7M -$2.71M -8,436 -18%
LI
113
Leeward Investments
Massachusetts
$12.7M -$695K -2,163 -5%
Stifel Financial
114
Stifel Financial
Missouri
$12.5M +$603K +1,875 +5%
State Board of Administration of Florida Retirement System
115
State Board of Administration of Florida Retirement System
Florida
$12.5M -$151K -470 -1%
California State Teachers Retirement System (CalSTRS)
116
California State Teachers Retirement System (CalSTRS)
California
$12.4M +$77.5K +241 +0.7%
Ohio Public Employees Retirement System (OPERS)
117
Ohio Public Employees Retirement System (OPERS)
Ohio
$12.3M +$397K +1,235 +4%
Natixis Advisors
118
Natixis Advisors
Massachusetts
$12M -$288K -897 -2%
GT
119
Glenmede Trust
Pennsylvania
$12M +$11.3M +35,214 New
VanEck Associates
120
VanEck Associates
New York
$11.8M +$1.81M +5,635 +19%
VCA
121
Verdence Capital Advisors
Maryland
$11.3M +$110K +341 +1%
Royal Bank of Canada
122
Royal Bank of Canada
Ontario, Canada
$11.3M -$6.09M -18,954 -36%
CCM
123
Cinctive Capital Management
New York
$11.1M +$2.59M +8,054 +33%
CM
124
Castleark Management
Illinois
$10.9M +$309K +960 +3%
AP
125
Appleton Partners
Massachusetts
$10.4M +$21.2K +66 +0.2%