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Evercore

562 hedge funds and large institutions have $9.66B invested in Evercore in 2025 Q2 according to their latest regulatory filings, with 115 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%92.53% (+5.6%)

3% more funds holding

Funds holding: 548562 (+14)

4% more repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 189

Holders
562
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
Arrowstreet Capital
276
Arrowstreet Capital
Massachusetts
$1.05M
Public Employees Retirement Association of Colorado
277
Public Employees Retirement Association of Colorado
Colorado
$1.05M
MML Investors Services
278
MML Investors Services
Massachusetts
$1.01M
PAMP
279
Polar Asset Management Partners
Ontario, Canada
$999K
PC
280
Pier Capital
Connecticut
$995K
Baird Financial Group
281
Baird Financial Group
Wisconsin
$990K
GDP
282
Great Diamond Partners
Maine
$980K
TCPG
283
Trivant Custom Portfolio Group
California
$974K
HCA
284
Harbor Capital Advisors
Illinois
$960K
MAM
285
Martingale Asset Management
Massachusetts
$951K
IP
286
Isthmus Partners
Wisconsin
$936K
BP
287
BNP Paribas
France
$932K
RA
288
Ransom Advisory
Rhode Island
$932K
Commonwealth Equity Services
289
Commonwealth Equity Services
Massachusetts
$924K
Nisa Investment Advisors
290
Nisa Investment Advisors
Missouri
$922K
HEIP
291
Hudson Edge Investment Partners
New Jersey
$908K
Federated Hermes
292
Federated Hermes
Pennsylvania
$906K
PNC Financial Services Group
293
PNC Financial Services Group
Pennsylvania
$905K
STA
294
Summit Trail Advisors
New York
$879K
TRCT
295
Tower Research Capital (TRC)
New York
$874K
LFA
296
Legend Financial Advisors
Pennsylvania
$866K
Jane Street
297
Jane Street
New York
$859K
Pacer Advisors
298
Pacer Advisors
Pennsylvania
$849K
MFG
299
Merit Financial Group
Georgia
$832K
ZBNA
300
Zions Bancorporation, National Association
Utah
$823K