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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
HighTower Advisors
251
HighTower Advisors
Illinois
$1.39M
AIP
252
Ameritas Investment Partners
Nebraska
$1.39M
JIR
253
James Investment Research
Ohio
$1.35M
CAPTRUST Financial Advisors
254
CAPTRUST Financial Advisors
North Carolina
$1.32M
1C
255
111 Capital
France
$1.31M
LCM
256
Legato Capital Management
California
$1.29M
XT
257
XTX Topco
Cayman Islands
$1.28M
HIMS
258
Hager Investment Management Services
New Hampshire
$1.25M
RCM
259
Radnor Capital Management
Pennsylvania
$1.25M
WA
260
Wambolt & Associates
Colorado
$1.22M
VNA
261
Valley National Advisers
Pennsylvania
$1.22M
TWC
262
TD Waterhouse Canada
Ontario, Canada
$1.22M
PCS
263
Private Client Services
Kentucky
$1.22M
CB
264
Cadence Bank
Mississippi
$1.2M
Allspring Global Investments
265
Allspring Global Investments
North Carolina
$1.2M
Pictet Asset Management
266
Pictet Asset Management
Switzerland
$1.2M
GCP
267
GSA Capital Partners
United Kingdom
$1.18M
Creative Planning
268
Creative Planning
Kansas
$1.16M
SSA
269
Schonfeld Strategic Advisors
New York
$1.14M
C
270
Croban
Ohio
$1.11M
PCM
271
Princeton Capital Management
New Jersey
$1.07M
II
272
Inspire Investing
Idaho
$1.03M
Janney Montgomery Scott
273
Janney Montgomery Scott
Pennsylvania
$1.02M
MML Investors Services
274
MML Investors Services
Massachusetts
$1.01M
AAM
275
Advisors Asset Management
Colorado
$1.01M