EVR icon

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
William Blair & Company
176
William Blair & Company
Illinois
$4.46M
TPM
177
Triasima Portfolio Management
Quebec, Canada
$4.46M
Zurich Cantonal Bank
178
Zurich Cantonal Bank
Switzerland
$4.39M
GC
179
Guggenheim Capital
Illinois
$4.39M
Comerica Bank
180
Comerica Bank
Texas
$4.37M
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
Universal-Beteiligungs- und Servicegesellschaft
183
Universal-Beteiligungs- und Servicegesellschaft
Germany
$4.25M
BCI
184
Brinker Capital Investments
Pennsylvania
$4.18M
US Bancorp
185
US Bancorp
Minnesota
$4.08M
VPIM
186
Vanguard Personalized Indexing Management
California
$4.06M
SA
187
SRH Advisors
Kansas
$3.92M
CAPTRUST Financial Advisors
188
CAPTRUST Financial Advisors
North Carolina
$3.86M
TI
189
Trexquant Investment
Connecticut
$3.7M
Teacher Retirement System of Texas
190
Teacher Retirement System of Texas
Texas
$3.7M
BCC
191
Bridge City Capital
Oregon
$3.69M
ASRS
192
Arizona State Retirement System
Arizona
$3.65M
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
KWM
196
Kingsview Wealth Management
Oregon
$3.6M
Amundi
197
Amundi
France
$3.53M
FMI
198
F/M Investments
District of Columbia
$3.49M
AG
199
Algert Global
California
$3.44M
CNAM
200
Campbell Newman Asset Management
Wisconsin
$3.35M