EVR icon

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
Holders
548
Holders Change
-34
Holders Change %
-5.84%
% of All Funds
7.44%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
77
Increased
225
Reduced
181
Closed
103
Calls
$41.5M
Puts
$37.9M
Net Calls
+$3.66M
Net Calls Change
-$233K
Name Holding Trade Value Shares
Change
Shares
Change %
AIM
276
Aigen Investment Management
New York
$988K +$827K +4,141 +513%
HIM
277
Hanlon Investment Management
New Jersey
$977K -$100K -502 -9%
VA
278
Vident Advisory
Georgia
$973K +$3.2K +16 +0.3%
SIA
279
Sit Investment Associates
Minnesota
$972K +$82.9K +415 +9%
First Eagle Investment Management
280
First Eagle Investment Management
New York
$967K -$7.42M -37,177 -88%
AWM
281
Angeles Wealth Management
California
$962K
EP
282
Edgestream Partners
New Jersey
$958K -$4.58M -22,932 -83%
SPFA
283
Summit Place Financial Advisors
New Jersey
$943K -$41.9K -210 -4%
WG
284
Winton Group
United Kingdom
$938K +$938K +4,696 New
TC
285
TownSquare Capital
Utah
$935K +$108K +539 +13%
Carson Wealth (CWM LLC)
286
Carson Wealth (CWM LLC)
Nebraska
$911K +$286K +1,430 +46%
Wealth Enhancement Advisory Services
287
Wealth Enhancement Advisory Services
Minnesota
$910K -$264K -1,323 -23%
Acadian Asset Management
288
Acadian Asset Management
Massachusetts
$909K +$554K +2,775 +156%
LWAM
289
Legacy Wealth Asset Management
Minnesota
$903K -$34.2K -171 -4%
FDS
290
Freedom Day Solutions
Texas
$901K -$56.1K -281 -6%
Mackenzie Financial
291
Mackenzie Financial
Ontario, Canada
$894K +$894K +4,478 New
BCM
292
Buckhead Capital Management
Georgia
$880K
DFCM
293
Dark Forest Capital Management
Puerto Rico
$877K +$503K +2,519 +134%
CIP
294
Cornerstone Investment Partners
Georgia
$863K +$101K +504 +13%
VAS
295
Vestmark Advisory Solutions
Massachusetts
$840K +$262K +1,310 +45%
WWM
296
Waterway Wealth Management
Texas
$839K +$839K +4,201 New
SOADOR
297
State of Alaska Department of Revenue
Alaska
$828K +$22K +110 +3%
X
298
Xponance
Pennsylvania
$826K -$999 -5 -0.1%
BP
299
BNP Paribas
France
$818K -$63.9K -320 -7%
FC
300
FORA Capital
Florida
$806K +$806K +4,037 New