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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 %
ORC
301
O'Rourke & Company
Massachusetts
$803K +$16.7K +62 +2%
BPC
302
Banque Pictet & Cie
Switzerland
$791K -$52.9K -196 -6%
IB
303
Intrust Bank
Kansas
$787K +$160K +593 +26%
CCM
304
Coldstream Capital Management
Washington
$767K +$9.18K +34 +1%
OAM
305
Oxford Asset Management
United Kingdom
$751K +$751K +2,780 New
Janney Montgomery Scott
306
Janney Montgomery Scott
Pennsylvania
$746K -$635K -2,352 -46%
SAM
307
Securian Asset Management
Minnesota
$743K – – –
SCM
308
Sterling Capital Management
North Carolina
$736K +$204K +755 +38%
BFPW
309
BOK Financial Private Wealth
Colorado
$736K +$235K +871 +47%
TSS
310
Two Sigma Securities
New York
$718K +$718K +2,660 New
Simplex Trading
311
Simplex Trading
Illinois
$713K +$600K +2,222 +530%
CL
312
Choreo LLC
Illinois
$708K -$13.5K -50 -2%
TI
313
Tidal Investments
Wisconsin
$701K +$83.7K +310 +14%
SG Americas Securities
314
SG Americas Securities
New York
$689K +$189K +700 +38%
VA
315
Vident Advisory
Georgia
$686K -$630K -2,333 -48%
Tudor Investment Corp
316
Tudor Investment Corp
Connecticut
$665K -$45.5M -168,386 -99%
P
317
Pitcairn
Pennsylvania
$652K -$118K -437 -15%
VI
318
Vestcor Inc
New Brunswick, Canada
$650K – – –
ACP
319
Aviance Capital Partners
Florida
$639K -$70.2K -260 -10%
BJL
320
Brighton Jones LLC
Washington
$639K +$639K +2,366 New
NIP
321
Nicholas Investment Partners
California
$636K – – –
EH
322
Equitable Holdings
New York
$630K +$9.18K +34 +1%
FPAS
323
Focus Partners Advisor Solutions
Missouri
$623K +$240K +889 +63%
JSW
324
Journey Strategic Wealth
New Jersey
$601K +$184K +682 +44%
CGH
325
Crossmark Global Holdings
Texas
$599K -$87.8K -325 -13%
11 12
13
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