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Evercore

549 hedge funds and large institutions have $6.79B invested in Evercore in 2025 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 226 increasing their positions, 182 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:

26% less capital invested

Capital invested by funds: $9.23B → $6.79B (-$2.44B)

27% less first-time investments, than exits

New positions opened: 75 | Existing positions closed: 103

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
549
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
251
$1.39M
252
$1.39M
253
$1.35M
254
$1.32M
255
$1.31M
256
$1.29M
257
$1.28M
258
$1.25M
259
$1.25M
260
$1.22M
261
$1.22M
262
$1.22M
263
$1.22M
264
$1.2M
265
$1.2M
266
$1.2M
267
$1.18M
268
$1.16M
269
$1.14M
270
$1.11M
271
$1.07M
272
$1.03M
273
$1.02M
274
$1.01M
275
$1.01M