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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
William Blair & Company
176
William Blair & Company
Illinois
$4.46M +$58.2K +181 +1%
TPM
177
Triasima Portfolio Management
Quebec, Canada
$4.46M +$1.18M +3,668 +39%
Zurich Cantonal Bank
178
Zurich Cantonal Bank
Switzerland
$4.39M +$296K +921 +8%
GC
179
Guggenheim Capital
Illinois
$4.39M -$256K -798 -6%
Comerica Bank
180
Comerica Bank
Texas
$4.37M -$174K -542 -4%
Nomura Asset Management
181
Nomura Asset Management
Japan
$4.28M
State of New Jersey Common Pension Fund D
182
State of New Jersey Common Pension Fund D
New Jersey
$4.27M -$70.7K -220 -2%
Universal-Beteiligungs- und Servicegesellschaft
183
Universal-Beteiligungs- und Servicegesellschaft
Germany
$4.25M -$2.42M -7,531 -38%
BCI
184
Brinker Capital Investments
Pennsylvania
$4.18M -$114K -354 -3%
US Bancorp
185
US Bancorp
Minnesota
$4.08M +$24.1K +75 +0.6%
VPIM
186
Vanguard Personalized Indexing Management
California
$4.06M +$145K +450 +4%
SA
187
SRH Advisors
Kansas
$3.92M
CAPTRUST Financial Advisors
188
CAPTRUST Financial Advisors
North Carolina
$3.86M -$38.2K -119 -1%
TI
189
Trexquant Investment
Connecticut
$3.7M +$3.5M +10,887 New
Teacher Retirement System of Texas
190
Teacher Retirement System of Texas
Texas
$3.7M -$1.02M -3,162 -23%
BCC
191
Bridge City Capital
Oregon
$3.69M -$556K -1,731 -14%
ASRS
192
Arizona State Retirement System
Arizona
$3.65M -$224K -698 -6%
TRSOTSOK
193
Teachers Retirement System of the State of Kentucky
Kentucky
$3.65M
LSERS
194
Louisiana State Employees Retirement System
Louisiana
$3.64M
Handelsbanken Fonder
195
Handelsbanken Fonder
Sweden
$3.63M +$489K +1,520 +17%
KWM
196
Kingsview Wealth Management
Oregon
$3.6M +$3.21M +9,973 +1,665%
Amundi
197
Amundi
France
$3.53M +$187K +583 +6%
FMI
198
F/M Investments
District of Columbia
$3.49M -$76.5K -238 -2%
AG
199
Algert Global
California
$3.44M +$1.39M +4,340 +75%
CNAM
200
Campbell Newman Asset Management
Wisconsin
$3.35M -$120K -373 -4%