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Evercore
EVR

Overview Fund Activity

557 hedge funds and large institutions have $9.59B invested in Evercore in 2025 Q2 according to their latest regulatory filings, with 116 funds opening new positions, 192 increasing their positions, 188 reducing their positions, and 98 closing their positions.

Holders
557
Holders Change
+9
Holders Change %
+1.64%
% of All Funds
7.48%
Holding in Top 10
8
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+166.67%
% of All Funds
0.11%
New
116
Increased
192
Reduced
188
Closed
98
Calls
$68.8M
Puts
$41M
Net Calls
+$27.8M
Net Calls Change
+$24.2M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$233M
2
Millennium Management
2
Millennium Management
New York
$337M
3
Capital International Investors
3
Capital International Investors
California
$162M
4
Norges Bank
4
Norges Bank
Norway
$157M
5
Invesco
5
Invesco
Georgia
$380M

Top Sellers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$22.1M
2
UBS Group
2
UBS Group
Switzerland
$50M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$4.38M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$2.5M
5
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$103M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.04B 3,837,425 -25,265 -0.7%
BlackRock
2
BlackRock
New York
$964M 3,569,824 -311 -0%
Boston Partners
3
Boston Partners
Massachusetts
$465M 1,720,164 +181,137 +12%
Invesco
4
Invesco
Georgia
$380M 1,407,278 +540,401 +62%
Millennium Management
5
Millennium Management
New York
$337M 1,246,759 +636,871 +104%
State Street
6
State Street
Massachusetts
$305M 1,129,645 -8,491 -0.7%
TD Asset Management
7
TD Asset Management
Ontario, Canada
$258M 955,407 +372,036 +64%
AQR Capital Management
8
AQR Capital Management
Connecticut
$236M 872,844 +386,479 +79%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$233M 862,050 +666,897 +342%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$225M 831,588 +59,611 +8%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$177M 654,335 +141,174 +28%
Morgan Stanley
12
Morgan Stanley
New York
$172M 637,571 -71,782 -10%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$169M 626,761 +65,797 +12%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$164M 606,378 -41,853 -6%
Capital International Investors
15
Capital International Investors
California
$162M 601,048 +601,048 New
Norges Bank
16
Norges Bank
Norway
$157M 581,678 +581,678 New
Wellington Management Group
17
Wellington Management Group
Massachusetts
$152M 563,617 +394,040 +232%
BG
18
Bahl & Gaynor
Ohio
$125M 464,592 +17,056 +4%
EC
19
Eminence Capital
New York
$121M 447,048 -87,327 -16%
William Blair Investment Management
20
William Blair Investment Management
Illinois
$107M 395,088 +395,088 New
Fuller & Thaler Asset Management
21
Fuller & Thaler Asset Management
California
$103M 381,029 -304,515 -44%
CCM
22
Channing Capital Management
Illinois
$98.2M 363,702 +326,828 +886%
Charles Schwab
23
Charles Schwab
California
$97.8M 362,151 +6,429 +2%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$96.6M 357,686 -21,650 -6%
Fisher Asset Management
25
Fisher Asset Management
Washington
$86.3M 319,773 -35,446 -10%
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