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Evercore

548 hedge funds and large institutions have $6.78B invested in Evercore in 2025 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 225 increasing their positions, 181 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
548
Holders Change
-34
Holders Change %
-5.84%
% of All Funds
7.44%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
77
Increased
225
Reduced
181
Closed
103
Calls
$41.5M
Puts
$37.9M
Net Calls
+$3.66M
Net Calls Change
-$233K
Name Holding Trade Value Shares
Change
Shares
Change %
Wolverine Trading
226
Wolverine Trading
Illinois
$1.81M +$1.81M +9,092 New
OSAM
227
O'Shaughnessy Asset Management
Connecticut
$1.77M -$81.7K -409 -4%
SA
228
Shilanski & Associates
Alaska
$1.73M +$45.3K +227 +3%
SC
229
Savant Capital
Illinois
$1.72M +$1.51M +7,548 +698%
SOMRS
230
State of Michigan Retirement System
Michigan
$1.7M +$20K +100 +1%
AI
231
Atria Investments
North Carolina
$1.7M -$43.1K -216 -2%
COPPSERS
232
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.69M +$129K +644 +8%
A
233
AlphaQuest
New York
$1.69M +$1.65M +8,239 +4,140%
Bank of Montreal
234
Bank of Montreal
Ontario, Canada
$1.66M +$10.8K +54 +0.7%
DIA
235
Dana Investment Advisors
Wisconsin
$1.65M +$228K +1,144 +16%
Deutsche Bank
236
Deutsche Bank
Germany
$1.63M -$1.68M -8,419 -51%
QEI
237
QSV Equity Investors
Illinois
$1.59M -$3.6K -18 -0.2%
NMIMC
238
Northwestern Mutual Investment Management Company
Wisconsin
$1.57M +$799 +4 +0.1%
CCM
239
Cinctive Capital Management
New York
$1.56M +$1.56M +7,824 New
Neuberger Berman Group
240
Neuberger Berman Group
New York
$1.51M -$43.8M -219,229 -97%
NFG
241
Nations Financial Group
Iowa
$1.51M +$46.9K +235 +3%
IUHSA
242
Itau Unibanco Holding S.A.
Brazil
$1.5M +$1.06M +5,300 +241%
SFA
243
Sequoia Financial Advisors
Ohio
$1.49M +$203K +1,016 +16%
KK
244
KLP Kapitalforvaltning
Norway
$1.48M
NMERB
245
New Mexico Educational Retirement Board
New Mexico
$1.46M
NAAA
246
New Age Alpha Advisors
New York
$1.44M +$33.6K +168 +2%
OPERF
247
Oregon Public Employees Retirement Fund
Oregon
$1.43M -$10.6K -53 -0.7%
Fifth Third Bancorp
248
Fifth Third Bancorp
Ohio
$1.42M +$26.8K +134 +2%
WTA
249
Washington Trust Advisors
Massachusetts
$1.41M -$39.9K -200 -3%
SIG
250
Sargent Investment Group
Maryland
$1.4M -$305K -1,526 -18%