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Evercore
EVR

Overview Fund Activity

560 hedge funds and large institutions have $9.65B invested in Evercore in 2025 Q2 according to their latest regulatory filings, with 116 funds opening new positions, 195 increasing their positions, 188 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
560
Holders Change
+12
Holders Change %
+2.19%
% of All Funds
7.51%
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
195
Reduced
188
Closed
98
Calls
$82.8M
Puts
$47.5M
Net Calls
+$35.2M
Net Calls Change
+$31.6M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$233M
2
Millennium Management
Millennium Management
New York
$337M
3
Capital International Investors
Capital International Investors
California
$162M
4
Invesco
Invesco
Georgia
$380M
5
William Blair Investment Management
William Blair Investment Management
Illinois
$107M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$22.1M
2
UBS Group
UBS Group
Switzerland
$50M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$4.38M
4
Two Sigma Investments
Two Sigma Investments
New York
$2.5M
5
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$103M
Name Holding Trade Value Shares
Change 		Shares
Change %
KK
226
KLP Kapitalforvaltning
Norway
$2M – – –
OPERF
227
Oregon Public Employees Retirement Fund
Oregon
$1.99M +$54K +200 +3%
NMERB
228
New Mexico Educational Retirement Board
New Mexico
$1.97M – – –
Creative Planning
229
Creative Planning
Kansas
$1.93M +$361K +1,338 +23%
WTA
230
Washington Trust Advisors
Massachusetts
$1.9M – – –
AIP
231
Ameritas Investment Partners
Nebraska
$1.88M – – –
SDIC
232
South Dakota Investment Council
South Dakota
$1.84M -$1.62M -6,005 -47%
JIR
233
James Investment Research
Ohio
$1.83M – – –
PCA
234
Pallas Capital Advisors
Massachusetts
$1.78M +$1.78M +6,577 New
RCM
235
Radnor Capital Management
Pennsylvania
$1.77M +$81K +300 +5%
HIMS
236
Hager Investment Management Services
New Hampshire
$1.76M +$72.4K +268 +4%
BHCM
237
Brevan Howard Capital Management
Jersey
$1.75M -$3.28M -12,133 -65%
TWC
238
TD Waterhouse Canada
Ontario, Canada
$1.75M +$63.3K +229 +4%
PCM
239
Princeton Capital Management
New Jersey
$1.75M +$305K +1,131 +21%
LCM
240
Legato Capital Management
California
$1.74M – – –
HighTower Advisors
241
HighTower Advisors
Illinois
$1.71M -$170K -630 -9%
AAM
242
Advisors Asset Management
Colorado
$1.7M +$338K +1,251 +25%
HSBC Holdings
243
HSBC Holdings
United Kingdom
$1.64M -$1.29M -4,751 -44%
CB
244
Cadence Bank
Mississippi
$1.6M -$22.4K -83 -1%
VNA
245
Valley National Advisers
Pennsylvania
$1.56M -$92.3K -342 -6%
WA
246
Wambolt & Associates
Colorado
$1.55M -$138K -500 -8%
Pictet Asset Management
247
Pictet Asset Management
Switzerland
$1.52M -$98.8K -366 -6%
Neuberger Berman Group
248
Neuberger Berman Group
New York
$1.51M -$538K -1,992 -26%
C
249
Croban
Ohio
$1.49M -$16.5K -61 -1%
First Eagle Investment Management
250
First Eagle Investment Management
New York
$1.44M +$135K +499 +10%
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