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Evercore

631 hedge funds and large institutions have $11.9B invested in Evercore in 2025 Q4 according to their latest regulatory filings, with 83 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:

0.34% more ownership

Funds ownership: 89.9%90.24% (+0.34%)

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
631
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
SC
151
Syon Capital
California
$6.64M
Two Sigma Advisers
152
Two Sigma Advisers
New York
$6.46M
MIM
153
MetLife Investment Management
New Jersey
$6.42M
BMSSC
154
B. Metzler seel. Sohn & Co
Germany
$6.2M
ZIM
155
Zacks Investment Management
Illinois
$6.17M
AB
156
Amalgamated Bank
New York
$5.91M
SFA
157
Sequoia Financial Advisors
Ohio
$5.64M
ASN
158
Advisory Services Network
Georgia
$5.61M
Wealth Enhancement Advisory Services
159
Wealth Enhancement Advisory Services
Minnesota
$5.61M
PGCM
160
Prescott Group Capital Management
Oklahoma
$5.49M
MOACM
161
Mutual of America Capital Management
New York
$5.48M
PFSRSONJ
162
Police & Firemen's Retirement System of New Jersey
New Jersey
$5.3M
CWM
163
Centric Wealth Management
Illinois
$5.26M
State of Tennessee, Department of Treasury
164
State of Tennessee, Department of Treasury
Tennessee
$5.21M
AA
165
ALPS Advisors
Colorado
$5.18M
HA
166
Harbor Advisors
Florida
$5.1M
Creative Planning
167
Creative Planning
Kansas
$4.92M
PIWA
168
Prevail Innovative Wealth Advisors
Kansas
$4.92M
TFA
169
Transamerica Financial Advisors
Florida
$4.91M
BIM
170
Bridges Investment Management
Nebraska
$4.83M
DWA
171
Dorsey Wright & Associates
California
$4.76M
Deutsche Bank
172
Deutsche Bank
Germany
$4.65M
Renaissance Technologies
173
Renaissance Technologies
New York
$4.63M
TWC
174
TD Waterhouse Canada
Ontario, Canada
$4.6M
YCM
175
Yousif Capital Management
Michigan
$4.51M