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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
LIP
201
Lighthouse Investment Partners
Florida
$3.33M
COPPSERS
202
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.29M
Walleye Trading
203
Walleye Trading
New York
$3.22M
Citigroup
204
Citigroup
New York
$3.2M
ERIC
205
Eagle Rock Investment Company
Georgia
$3.15M
Fifth Third Bancorp
206
Fifth Third Bancorp
Ohio
$3.14M
Two Sigma Investments
207
Two Sigma Investments
New York
$3.1M
SOMRS
208
State of Michigan Retirement System
Michigan
$3.1M
Verition Fund Management
209
Verition Fund Management
Connecticut
$3.1M
AAM
210
Advisors Asset Management
Colorado
$3.08M
Truist Financial
211
Truist Financial
North Carolina
$3.04M
EIM
212
Essex Investment Management
Massachusetts
$2.98M
NMIMC
213
Northwestern Mutual Investment Management Company
Wisconsin
$2.94M
KK
214
KLP Kapitalforvaltning
Norway
$2.88M
OSAM
215
O'Shaughnessy Asset Management
Connecticut
$2.86M
Mercer Global Advisors
216
Mercer Global Advisors
Colorado
$2.85M
CPC
217
Consolidated Planning Corp
Georgia
$2.83M
II
218
Inspire Investing
Idaho
$2.83M
JFG
219
Jefferies Financial Group
New York
$2.82M
DCM
220
DGS Capital Management
New Jersey
$2.81M
BNP Paribas Financial Markets
221
BNP Paribas Financial Markets
France
$2.79M
JIR
222
James Investment Research
Ohio
$2.78M
Northwestern Mutual Wealth Management
223
Northwestern Mutual Wealth Management
Wisconsin
$2.74M
NMERB
224
New Mexico Educational Retirement Board
New Mexico
$2.72M
Credit Agricole
225
Credit Agricole
France
$2.72M