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Evercore

563 hedge funds and large institutions have $9.66B invested in Evercore in 2025 Q2 according to their latest regulatory filings, with 116 funds opening new positions, 196 increasing their positions, 189 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more call options, than puts

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

more capital invested

Capital invested by funds: $ → $

more first-time investments, than exits

New positions opened: | Existing positions closed:

5.64% more ownership

Funds ownership: 86.9%92.54% (+5.6%)

3% more funds holding

Funds holding: 548563 (+15)

4% more repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 189

Holders
563
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$82.8M
Puts
$47.5M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
226
Bank of Montreal
Ontario, Canada
$2.09M
KK
227
KLP Kapitalforvaltning
Norway
$2M
OPERF
228
Oregon Public Employees Retirement Fund
Oregon
$1.99M
NMERB
229
New Mexico Educational Retirement Board
New Mexico
$1.97M
Creative Planning
230
Creative Planning
Kansas
$1.93M
WTA
231
Washington Trust Advisors
Massachusetts
$1.9M
AIP
232
Ameritas Investment Partners
Nebraska
$1.88M
SDIC
233
South Dakota Investment Council
South Dakota
$1.84M
JIR
234
James Investment Research
Ohio
$1.83M
PCA
235
Pallas Capital Advisors
Massachusetts
$1.78M
RCM
236
Radnor Capital Management
Pennsylvania
$1.77M
HIMS
237
Hager Investment Management Services
New Hampshire
$1.76M
BHCM
238
Brevan Howard Capital Management
Jersey
$1.75M
TWC
239
TD Waterhouse Canada
Ontario, Canada
$1.75M
PCM
240
Princeton Capital Management
New Jersey
$1.75M
LCM
241
Legato Capital Management
California
$1.74M
HighTower Advisors
242
HighTower Advisors
Illinois
$1.71M
AAM
243
Advisors Asset Management
Colorado
$1.7M
HSBC Holdings
244
HSBC Holdings
United Kingdom
$1.64M
CB
245
Cadence Bank
Mississippi
$1.6M
VNA
246
Valley National Advisers
Pennsylvania
$1.56M
WA
247
Wambolt & Associates
Colorado
$1.55M
Pictet Asset Management
248
Pictet Asset Management
Switzerland
$1.52M
Neuberger Berman Group
249
Neuberger Berman Group
New York
$1.51M
C
250
Croban
Ohio
$1.49M