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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
First Eagle Investment Management
251
First Eagle Investment Management
New York
$1.44M
VAS
252
Vestmark Advisory Solutions
Massachusetts
$1.38M
VF
253
Virtu Financial
New York
$1.36M
SPFA
254
Summit Place Financial Advisors
New Jersey
$1.34M
SIA
255
Sit Investment Associates
Minnesota
$1.31M
AWM
256
Angeles Wealth Management
California
$1.3M
BA
257
Bridgewater Associates
Connecticut
$1.28M
NFG
258
Nations Financial Group
Iowa
$1.27M
LWAM
259
Legacy Wealth Asset Management
Minnesota
$1.27M
IMRF
260
Illinois Municipal Retirement Fund
Illinois
$1.26M
SCM
261
Sandler Capital Management
New York
$1.24M
Mackenzie Financial
262
Mackenzie Financial
Ontario, Canada
$1.21M
BCM
263
Buckhead Capital Management
Georgia
$1.19M
II
264
Inspire Investing
Idaho
$1.19M
CIP
265
Cornerstone Investment Partners
Georgia
$1.18M
Cetera Investment Advisers
266
Cetera Investment Advisers
Illinois
$1.18M
Asset Management One
267
Asset Management One
Japan
$1.17M
LCM
268
Landscape Capital Management
New Jersey
$1.15M
Mercer Global Advisors
269
Mercer Global Advisors
Colorado
$1.13M
X
270
Xponance
Pennsylvania
$1.11M
FDS
271
Freedom Day Solutions
Texas
$1.1M
SOADOR
272
State of Alaska Department of Revenue
Alaska
$1.09M
DAS
273
Dynamic Advisor Solutions
Arizona
$1.09M
OTL
274
Oak Thistle LLC
New York
$1.07M
Allspring Global Investments
275
Allspring Global Investments
North Carolina
$1.06M