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EverCommerce

94 hedge funds and large institutions have $1.68B invested in EverCommerce in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 22 increasing their positions, 30 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less ownership

Funds ownership:

9% less capital invested

Capital invested by funds: $1.84B → $1.68B (-$158M)

27% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 30

Holders
94
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
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AF
76
Allworth Financial
California
$2.48K
1IA
77
1620 Investment Advisors
Massachusetts
$1.89K
QCG
78
Quadrant Capital Group
Ohio
$1.77K
FFA
79
Farther Finance Advisors
California
$1.43K
MPWT
80
MassMutual Private Wealth & Trust
Connecticut
$1.41K
SCM
81
Sterling Capital Management
North Carolina
$1.16K
BIG
82
Brooklyn Investment Group
New York
$1.05K
Jones Financial Companies
83
Jones Financial Companies
Missouri
$688
RIL
84
Rothschild Investment LLC
Illinois
$554
CCM
85
Coldstream Capital Management
Washington
$403
US Bancorp
86
US Bancorp
Minnesota
$312
PNC Financial Services Group
87
PNC Financial Services Group
Pennsylvania
$282
SS
88
SBI Securities
Japan
$282
TWD
89
True Wealth Design
Ohio
$121
EWA
90
EverSource Wealth Advisors
Alabama
$101
IA
91
IFP Advisors
Florida
$81
JWA
92
JFS Wealth Advisors
Pennsylvania
$41
Nisa Investment Advisors
93
Nisa Investment Advisors
Missouri
$10
EP
94
Edgestream Partners
New Jersey
ECM
95
ExodusPoint Capital Management
New York
SOW
96
State of Wyoming
Wyoming
State of Wisconsin Investment Board
97
State of Wisconsin Investment Board
Wisconsin
OQS
98
Occudo Quantitative Strategies
Florida
RS
99
R Squared
Hong Kong
ACM
100
Aquatic Capital Management
Illinois