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Evercore
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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
+$180M
2
Millennium Management
Millennium Management
New York
+$172M
3
Capital International Investors
Capital International Investors
California
+$162M
4
Invesco
Invesco
Georgia
+$146M
5
William Blair Investment Management
William Blair Investment Management
Illinois
+$107M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$164M
2
UBS Group
UBS Group
Switzerland
-$161M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$132M
4
Two Sigma Investments
Two Sigma Investments
New York
-$103M
5
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$82.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
VAS
251
Vestmark Advisory Solutions
Massachusetts
$1.38M +$248K +920 +22%
VF
252
Virtu Financial
New York
$1.37M +$1.37M +5,054 New
SPFA
253
Summit Place Financial Advisors
New Jersey
$1.34M +$67.8K +251 +5%
SIA
254
Sit Investment Associates
Minnesota
$1.31M – – –
AWM
255
Angeles Wealth Management
California
$1.3M -$810 -3 -0.1%
BA
256
Bridgewater Associates
Connecticut
$1.28M -$10.9M -40,543 -90%
NFG
257
Nations Financial Group
Iowa
$1.27M -$771K -2,854 -38%
LWAM
258
Legacy Wealth Asset Management
Minnesota
$1.27M +$45.9K +170 +4%
IMRF
259
Illinois Municipal Retirement Fund
Illinois
$1.26M +$510K +1,889 +68%
SCM
260
Sandler Capital Management
New York
$1.24M +$1.24M +4,600 New
Mackenzie Financial
261
Mackenzie Financial
Ontario, Canada
$1.21M – – –
BCM
262
Buckhead Capital Management
Georgia
$1.19M – – –
II
263
Inspire Investing
Idaho
$1.19M -$210K -778 -15%
CIP
264
Cornerstone Investment Partners
Georgia
$1.18M +$14.3K +53 +1%
Cetera Investment Advisers
265
Cetera Investment Advisers
Illinois
$1.18M -$3.43M -12,715 -74%
Asset Management One
266
Asset Management One
Japan
$1.17M +$1.17M +4,326 New
LCM
267
Landscape Capital Management
New Jersey
$1.15M +$1.15M +4,271 New
Mercer Global Advisors
268
Mercer Global Advisors
Colorado
$1.13M +$426K +1,577 +61%
X
269
Xponance
Pennsylvania
$1.11M -$8.91K -33 -0.8%
FDS
270
Freedom Day Solutions
Texas
$1.1M -$116K -431 -10%
SOADOR
271
State of Alaska Department of Revenue
Alaska
$1.09M -$27K -100 -2%
DAS
272
Dynamic Advisor Solutions
Arizona
$1.09M +$79.1K +293 +8%
OTL
273
Oak Thistle LLC
New York
$1.07M +$1.07M +3,967 New
Allspring Global Investments
274
Allspring Global Investments
North Carolina
$1.06M -$586K -2,121 -36%
Arrowstreet Capital
275
Arrowstreet Capital
Massachusetts
$1.05M +$1.05M +3,904 New
9 10
11
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