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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
LIP
201
Lighthouse Investment Partners
Florida
$3.33M -$4.24M -13,176 -57%
COPPSERS
202
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.29M -$73K -227 -2%
Walleye Trading
203
Walleye Trading
New York
$3.22M +$2.67M +8,316 +718%
Citigroup
204
Citigroup
New York
$3.2M -$1.01M -3,146 -25%
ERIC
205
Eagle Rock Investment Company
Georgia
$3.15M
Fifth Third Bancorp
206
Fifth Third Bancorp
Ohio
$3.14M -$6.75K -21 -0.2%
Two Sigma Investments
207
Two Sigma Investments
New York
$3.1M -$4.86M -15,130 -62%
SOMRS
208
State of Michigan Retirement System
Michigan
$3.1M -$32.1K -100 -1%
Verition Fund Management
209
Verition Fund Management
Connecticut
$3.1M -$2.16M -6,712 -42%
AAM
210
Advisors Asset Management
Colorado
$3.08M +$770K +2,396 +36%
Truist Financial
211
Truist Financial
North Carolina
$3.04M -$302K -939 -10%
EIM
212
Essex Investment Management
Massachusetts
$2.98M -$60.7K -189 -2%
NMIMC
213
Northwestern Mutual Investment Management Company
Wisconsin
$2.94M +$15.7K +49 +0.6%
KK
214
KLP Kapitalforvaltning
Norway
$2.88M +$116K +360 +4%
OSAM
215
O'Shaughnessy Asset Management
Connecticut
$2.86M -$393K -1,224 -13%
Mercer Global Advisors
216
Mercer Global Advisors
Colorado
$2.85M -$232K -722 -8%
CPC
217
Consolidated Planning Corp
Georgia
$2.83M +$253K +786 +10%
II
218
Inspire Investing
Idaho
$2.83M +$327K +1,016 +14%
JFG
219
Jefferies Financial Group
New York
$2.82M +$2.38M +7,405 +849%
DCM
220
DGS Capital Management
New Jersey
$2.81M +$298K +927 +13%
BNP Paribas Financial Markets
221
BNP Paribas Financial Markets
France
$2.79M -$958K -2,980 -27%
JIR
222
James Investment Research
Ohio
$2.78M
Northwestern Mutual Wealth Management
223
Northwestern Mutual Wealth Management
Wisconsin
$2.74M -$252K -785 -9%
NMERB
224
New Mexico Educational Retirement Board
New Mexico
$2.72M
Credit Agricole
225
Credit Agricole
France
$2.72M