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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
SC
151
Syon Capital
California
$6.64M -$2.74M -8,514 -30%
Two Sigma Advisers
152
Two Sigma Advisers
New York
$6.46M -$12.6M -39,100 -67%
MIM
153
MetLife Investment Management
New Jersey
$6.42M -$303K -942 -5%
BMSSC
154
B. Metzler seel. Sohn & Co
Germany
$6.2M
ZIM
155
Zacks Investment Management
Illinois
$6.17M -$1.34M -4,183 -19%
AB
156
Amalgamated Bank
New York
$5.91M -$176K -548 -3%
SFA
157
Sequoia Financial Advisors
Ohio
$5.64M +$494K +1,538 +10%
ASN
158
Advisory Services Network
Georgia
$5.61M +$229K +713 +5%
Wealth Enhancement Advisory Services
159
Wealth Enhancement Advisory Services
Minnesota
$5.61M +$10.3K +32 +0.2%
PGCM
160
Prescott Group Capital Management
Oklahoma
$5.49M
MOACM
161
Mutual of America Capital Management
New York
$5.48M -$555K -1,728 -10%
PFSRSONJ
162
Police & Firemen's Retirement System of New Jersey
New Jersey
$5.3M -$238K -740 -5%
CWM
163
Centric Wealth Management
Illinois
$5.26M -$163K -507 -3%
State of Tennessee, Department of Treasury
164
State of Tennessee, Department of Treasury
Tennessee
$5.21M +$119K +369 +3%
AA
165
ALPS Advisors
Colorado
$5.18M -$277K -861 -5%
HA
166
Harbor Advisors
Florida
$5.1M
Creative Planning
167
Creative Planning
Kansas
$4.92M -$303K -944 -6%
PIWA
168
Prevail Innovative Wealth Advisors
Kansas
$4.92M +$2.66M +8,270 +134%
TFA
169
Transamerica Financial Advisors
Florida
$4.91M +$4.31M +13,411 +1,306%
BIM
170
Bridges Investment Management
Nebraska
$4.83M +$226K +702 +5%
DWA
171
Dorsey Wright & Associates
California
$4.76M -$249K -776 -6%
Deutsche Bank
172
Deutsche Bank
Germany
$4.65M +$1.36M +4,232 +45%
Renaissance Technologies
173
Renaissance Technologies
New York
$4.63M +$1.64M +5,100 +60%
TWC
174
TD Waterhouse Canada
Ontario, Canada
$4.6M +$315K +979 +8%
YCM
175
Yousif Capital Management
Michigan
$4.51M -$67.5K -210 -2%