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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 %
HighTower Advisors
251
HighTower Advisors
Illinois
$1.39M +$22.2K +111 +2%
AIP
252
Ameritas Investment Partners
Nebraska
$1.39M -$25K -125 -2%
JIR
253
James Investment Research
Ohio
$1.35M
CAPTRUST Financial Advisors
254
CAPTRUST Financial Advisors
North Carolina
$1.32M +$113K +564 +9%
1C
255
111 Capital
France
$1.31M +$1.31M +6,535 New
LCM
256
Legato Capital Management
California
$1.29M -$2.04M -10,204 -61%
XT
257
XTX Topco
Cayman Islands
$1.28M +$1.05M +5,269 +455%
HIMS
258
Hager Investment Management Services
New Hampshire
$1.25M +$159K +796 +15%
RCM
259
Radnor Capital Management
Pennsylvania
$1.25M
WA
260
Wambolt & Associates
Colorado
$1.22M -$27.7K -138 -2%
VNA
261
Valley National Advisers
Pennsylvania
$1.22M -$6.98K -35 -0.6%
TWC
262
TD Waterhouse Canada
Ontario, Canada
$1.22M -$1.64M -8,170 -57%
PCS
263
Private Client Services
Kentucky
$1.22M +$171K +854 +16%
CB
264
Cadence Bank
Mississippi
$1.2M +$12.8K +64 +1%
Allspring Global Investments
265
Allspring Global Investments
North Carolina
$1.2M -$19K -95 -2%
Pictet Asset Management
266
Pictet Asset Management
Switzerland
$1.2M +$101K +508 +9%
GCP
267
GSA Capital Partners
United Kingdom
$1.18M +$1.18M +5,911 New
Creative Planning
268
Creative Planning
Kansas
$1.16M +$294K +1,474 +34%
SSA
269
Schonfeld Strategic Advisors
New York
$1.14M -$225K -1,126 -16%
C
270
Croban
Ohio
$1.11M -$13.4K -67 -1%
PCM
271
Princeton Capital Management
New Jersey
$1.07M +$846K +4,234 +385%
II
272
Inspire Investing
Idaho
$1.03M +$184K +923 +22%
Janney Montgomery Scott
273
Janney Montgomery Scott
Pennsylvania
$1.02M +$331K +1,660 +48%
MML Investors Services
274
MML Investors Services
Massachusetts
$1.01M +$43.3K +217 +4%
AAM
275
Advisors Asset Management
Colorado
$1.01M -$729K -3,652 -42%