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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: 627 → 634 (+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: 9 → 4 (-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
Top Buyers
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$130M |
| 2 |
Millennium Management
New York
|
+$93.7M |
| 3 |
Holocene Advisors
New York
|
+$73.8M |
| 4 |
JCM
Junto Capital Management
New York
|
+$46.8M |
| 5 |
TCG
Tremblant Capital Group
West Palm Beach,
Florida
|
+$42M |