EVR icon

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
TPM
176
Triasima Portfolio Management
Quebec, Canada
$4.46M
Zurich Cantonal Bank
177
Zurich Cantonal Bank
Switzerland
$4.39M
GC
178
Guggenheim Capital
Illinois
$4.39M
Comerica Bank
179
Comerica Bank
Texas
$4.37M
Nomura Asset Management
180
Nomura Asset Management
Japan
$4.28M
State of New Jersey Common Pension Fund D
181
State of New Jersey Common Pension Fund D
New Jersey
$4.27M
Universal-Beteiligungs- und Servicegesellschaft
182
Universal-Beteiligungs- und Servicegesellschaft
Germany
$4.25M
BCI
183
Brinker Capital Investments
Pennsylvania
$4.18M
US Bancorp
184
US Bancorp
Minnesota
$4.08M
VPIM
185
Vanguard Personalized Indexing Management
California
$4.06M
SA
186
SRH Advisors
Kansas
$3.92M
CAPTRUST Financial Advisors
187
CAPTRUST Financial Advisors
North Carolina
$3.86M
TI
188
Trexquant Investment
Connecticut
$3.7M
Teacher Retirement System of Texas
189
Teacher Retirement System of Texas
Texas
$3.7M
BCC
190
Bridge City Capital
Oregon
$3.69M
ASRS
191
Arizona State Retirement System
Arizona
$3.65M
TRSOTSOK
192
Teachers Retirement System of the State of Kentucky
Kentucky
$3.65M
LSERS
193
Louisiana State Employees Retirement System
Louisiana
$3.64M
Handelsbanken Fonder
194
Handelsbanken Fonder
Sweden
$3.63M
KWM
195
Kingsview Wealth Management
Oregon
$3.6M
Amundi
196
Amundi
France
$3.53M
FMI
197
F/M Investments
District of Columbia
$3.49M
Corient Private Wealth
198
Corient Private Wealth
Florida
$3.46M
AG
199
Algert Global
California
$3.44M
CNAM
200
Campbell Newman Asset Management
Wisconsin
$3.35M