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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

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:

25% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 103

26% less capital invested

Capital invested by funds: $9.23B → $6.78B (-$2.44B)

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
548
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
Wolverine Trading
226
Wolverine Trading
Illinois
$1.81M
OSAM
227
O'Shaughnessy Asset Management
Connecticut
$1.77M
SA
228
Shilanski & Associates
Alaska
$1.73M
SC
229
Savant Capital
Illinois
$1.72M
SOMRS
230
State of Michigan Retirement System
Michigan
$1.7M
AI
231
Atria Investments
North Carolina
$1.7M
COPPSERS
232
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.69M
A
233
AlphaQuest
New York
$1.69M
Bank of Montreal
234
Bank of Montreal
Ontario, Canada
$1.66M
DIA
235
Dana Investment Advisors
Wisconsin
$1.65M
Deutsche Bank
236
Deutsche Bank
Germany
$1.63M
QEI
237
QSV Equity Investors
Illinois
$1.59M
NMIMC
238
Northwestern Mutual Investment Management Company
Wisconsin
$1.57M
CCM
239
Cinctive Capital Management
New York
$1.56M
Neuberger Berman Group
240
Neuberger Berman Group
New York
$1.51M
NFG
241
Nations Financial Group
Iowa
$1.51M
IUHSA
242
Itau Unibanco Holding S.A.
Brazil
$1.5M
SFA
243
Sequoia Financial Advisors
Ohio
$1.49M
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
OPERF
247
Oregon Public Employees Retirement Fund
Oregon
$1.43M
Fifth Third Bancorp
248
Fifth Third Bancorp
Ohio
$1.42M
WTA
249
Washington Trust Advisors
Massachusetts
$1.41M
SIG
250
Sargent Investment Group
Maryland
$1.4M