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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.31B -$19.9M -62,041 -2%
BlackRock
2
BlackRock
New York
$1.18B +$1.12M +3,478 +0.1%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$657M -$29.6M -92,146 -5%
Invesco
4
Invesco
Georgia
$457M -$3M -9,348 -0.7%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$427M +$130M +405,800 +48%
TD Asset Management
6
TD Asset Management
Ontario, Canada
$413M +$10.4M +32,270 +3%
State Street
7
State Street
Massachusetts
$395M -$5.34M -16,604 -1%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$315M -$5M -15,567 -2%
AQR Capital Management
9
AQR Capital Management
Connecticut
$292M -$35.3M -109,839 -11%
Boston Partners
10
Boston Partners
Massachusetts
$281M -$136M -424,613 -34%
Morgan Stanley
11
Morgan Stanley
New York
$234M +$21.4M +66,527 +11%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$210M +$1.77M +5,513 +0.9%
Millennium Management
13
Millennium Management
New York
$183M +$93.7M +291,575 +119%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$181M +$2.47M +7,679 +1%
Norges Bank
15
Norges Bank
Norway
$164M +$155M +482,617 New
Goldman Sachs
16
Goldman Sachs
New York
$149M +$36.1M +112,353 +34%
JP Morgan Chase
17
JP Morgan Chase
New York
$149M -$25.9M -80,587 -16%
BG
18
Bahl & Gaynor
Ohio
$143M -$7.22M -22,454 -5%
Lord, Abbett & Co
19
Lord, Abbett & Co
New Jersey
$130M +$8.93M +27,793 +8%
UBS Group
20
UBS Group
Switzerland
$120M -$16.4M -50,908 -13%
William Blair Investment Management
21
William Blair Investment Management
Illinois
$113M -$13.5M -42,121 -11%
Northern Trust
22
Northern Trust
Illinois
$109M -$4.19M -13,039 -4%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$109M -$11.8M -36,766 -10%
Fisher Asset Management
24
Fisher Asset Management
Washington
$109M -$1.73M -5,374 -2%
PA
25
Paralel Advisors
Colorado
$102M