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Evercore

549 hedge funds and large institutions have $6.79B invested in Evercore in 2025 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 226 increasing their positions, 182 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more call options, than puts

Call options by funds: $ | Put options by funds: $

less ownership

Funds ownership:

less funds holding

Funds holding:

26% less capital invested

Capital invested by funds: $9.23B → $6.79B (-$2.44B)

27% less first-time investments, than exits

New positions opened: 75 | Existing positions closed: 103

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
549
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$41.5M
Puts
$37.9M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
226
$1.81M
227
$1.77M
228
$1.73M
229
$1.72M
230
$1.7M
231
$1.7M
232
$1.69M
233
$1.69M
234
$1.66M
235
$1.65M
236
$1.63M
237
$1.59M
238
$1.57M
239
$1.56M
240
$1.51M
241
$1.51M
242
$1.5M
243
$1.49M
244
$1.48M
245
$1.46M
246
$1.44M
247
$1.43M
248
$1.42M
249
$1.41M
250
$1.4M