EVI Industries
EVI
57 hedge funds and large institutions have $119M invested in EVI Industries in 2025 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 18 increasing their positions, 21 reducing their positions, and 4 closing their positions.
31% more capital invested
Capital invested by funds: $90.7M → $119M (+$28.3M)
0.35% more ownership
Funds ownership: 42.37% → 42.72% (+0.35%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2% less funds holding
Funds holding: 58 → 57 (-1)
14% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 21
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Royce & Associates
New York
|
+$508K |
| 2 |
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
+$446K |
| 3 |
CCA
Conestoga Capital Advisors
Wayne,
Pennsylvania
|
+$390K |
| 4 |
Los Angeles Capital Management
Los Angeles,
California
|
+$311K |
| 5 |
BlackRock
New York
|
+$300K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ELI
Empire Life Investments
Toronto,
Ontario, Canada
|
-$339K |
| 2 |
Geode Capital Management
Boston,
Massachusetts
|
-$215K |
| 3 |
Northern Trust
Chicago,
Illinois
|
-$205K |
| 4 |
B
Bailard
Foster City,
California
|
-$196K |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$184K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $3K | -$28K | -1,572 | -91% |
|
|
SCM
52
Sterling Capital Management
Charlotte,
North Carolina
| $2.99K | +$1.98K | +111 | +427% |
|
53
Nisa Investment Advisors
St. Louis,
Missouri
| $2.75K | – | – | – |
|
|
GI
54
GAMMA Investing
Foster City,
California
| $2.44K | -$2.21K | -124 | -53% |
|
55
Russell Investments Group
London,
United Kingdom
| $742 | -$59.5K | -3,337 | -99% |
|
|
IA
56
IFP Advisors
Tampa,
Florida
| $132 | -$18 | -1 | Closed |
|
|
EWA
57
EverSource Wealth Advisors
Birmingham,
Alabama
| $87 | +$36 | +2 | +100% |
|
|
TWD
58
True Wealth Design
Akron,
Ohio
| $22 | – | – | – |
|
|
B
59
Bailard
Foster City,
California
| – | -$196K | -11,664 | Closed |
|
|
CF
60
Corebridge Financial
Houston,
Texas
| – | -$53.8K | -3,206 | Closed |
|
|
SW
61
SVB Wealth
Boston,
Massachusetts
| – | -$24.9K | -1,485 | Closed |
|
EVI Hedge Fund Activity: Q2 2025 in Review
57 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in EVI Industries (EVI) for Q2 2025, worth a combined $119M — up 31% from $90.7M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of EVI and 3 opened new positions — a net loss of 1 holder — while 21 trimmed existing stakes and 18 added.
The largest buyer was Royce & Associates, adding an estimated $508K. The largest seller was Empire Life Investments, cutting an estimated $339K.
- 57 institutional investors held EVI Industries (EVI) as of Q2 2025, down from 58 in Q1 2025.
- Funds reported $119M of EVI Industries stock for Q2 2025, up 31% quarter-over-quarter.
- 3 funds opened new EVI Industries positions in Q2 2025 and 4 closed out, a net change of -1 holder.
- The largest EVI Industries buyer in Q2 2025 was Royce & Associates, an estimated $508K added.
- The largest EVI Industries seller in Q2 2025 was Empire Life Investments, an estimated $339K sold.
Based on aggregated 13F filings for Q2 2025.