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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
AIM
276
Aigen Investment Management
New York
$988K
HIM
277
Hanlon Investment Management
New Jersey
$977K
VA
278
Vident Advisory
Georgia
$973K
SIA
279
Sit Investment Associates
Minnesota
$972K
First Eagle Investment Management
280
First Eagle Investment Management
New York
$967K
AWM
281
Angeles Wealth Management
California
$962K
EP
282
Edgestream Partners
New Jersey
$958K
SPFA
283
Summit Place Financial Advisors
New Jersey
$943K
WG
284
Winton Group
United Kingdom
$938K
TC
285
TownSquare Capital
Utah
$935K
Carson Wealth (CWM LLC)
286
Carson Wealth (CWM LLC)
Nebraska
$911K
Wealth Enhancement Advisory Services
287
Wealth Enhancement Advisory Services
Minnesota
$910K
Acadian Asset Management
288
Acadian Asset Management
Massachusetts
$909K
LWAM
289
Legacy Wealth Asset Management
Minnesota
$903K
FDS
290
Freedom Day Solutions
Texas
$901K
Mackenzie Financial
291
Mackenzie Financial
Ontario, Canada
$894K
BCM
292
Buckhead Capital Management
Georgia
$880K
DFCM
293
Dark Forest Capital Management
Puerto Rico
$877K
CIP
294
Cornerstone Investment Partners
Georgia
$863K
VAS
295
Vestmark Advisory Solutions
Massachusetts
$840K
WWM
296
Waterway Wealth Management
Texas
$839K
SOADOR
297
State of Alaska Department of Revenue
Alaska
$828K
X
298
Xponance
Pennsylvania
$826K
BP
299
BNP Paribas
France
$818K
FC
300
FORA Capital
Florida
$806K