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Evercore
EVR

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 %
Public Employees Retirement Association of Colorado
276
Public Employees Retirement Association of Colorado
Colorado
$1.05M – – –
MML Investors Services
277
MML Investors Services
Massachusetts
$1.01M -$355K -1,313 -26%
PAMP
278
Polar Asset Management Partners
Ontario, Canada
$999K +$999K +3,700 New
PC
279
Pier Capital
Connecticut
$995K -$23.8K -88 -2%
Baird Financial Group
280
Baird Financial Group
Wisconsin
$990K +$158K +584 +19%
GDP
281
Great Diamond Partners
Maine
$980K -$1.59M -5,894 -62%
TCPG
282
Trivant Custom Portfolio Group
California
$974K -$18.1K -67 -2%
HCA
283
Harbor Capital Advisors
Illinois
$960K +$960K +3,556 New
MAM
284
Martingale Asset Management
Massachusetts
$951K +$625K +2,313 +191%
IP
285
Isthmus Partners
Wisconsin
$936K -$6.75K -25 -0.7%
BP
286
BNP Paribas
France
$932K -$174K -645 -16%
RA
287
Ransom Advisory
Rhode Island
$932K – – –
Commonwealth Equity Services
288
Commonwealth Equity Services
Massachusetts
$924K +$174K +644 +23%
Nisa Investment Advisors
289
Nisa Investment Advisors
Missouri
$922K -$73.2K -271 -7%
HEIP
290
Hudson Edge Investment Partners
New Jersey
$908K +$55.6K +206 +7%
Federated Hermes
291
Federated Hermes
Pennsylvania
$906K +$1.08K +4 +0.1%
PNC Financial Services Group
292
PNC Financial Services Group
Pennsylvania
$905K +$297K +1,101 +49%
STA
293
Summit Trail Advisors
New York
$879K +$509K +1,885 +137%
TRCT
294
Tower Research Capital (TRC)
New York
$874K +$448K +1,660 +105%
LFA
295
Legend Financial Advisors
Pennsylvania
$866K +$6.48K +24 +0.8%
Jane Street
296
Jane Street
New York
$859K -$13.9M -51,326 -94%
Pacer Advisors
297
Pacer Advisors
Pennsylvania
$849K +$849K +3,145 New
MFG
298
Merit Financial Group
Georgia
$832K +$7.02K +26 +0.9%
ZBNA
299
Zions Bancorporation, National Association
Utah
$823K -$27.5K -102 -3%
Swedbank
300
Swedbank
Sweden
$810K – – –
10 11
12
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