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Evercore

548 hedge funds and large institutions have $6.77B invested in Evercore in 2025 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 226 increasing their positions, 182 reducing their positions, and 104 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:

27% less capital invested

Capital invested by funds: $9.23B → $6.77B (-$2.46B)

29% less first-time investments, than exits

New positions opened: 74 | Existing positions closed: 104

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
276
$977K
277
$973K
278
$972K
279
$967K
280
$962K
281
$958K
282
$943K
283
$938K
284
$935K
285
$911K
286
$910K
287
$909K
288
$903K
289
$901K
290
$894K
291
$880K
292
$877K
293
$863K
294
$840K
295
$839K
296
$828K
297
$826K
298
$818K
299
$806K
300
$775K