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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
301
$754K
302
$753K
303
$745K
304
$736K
305
$734K
306
$710K
307
$697K
308
$689K
309
$679K
310
$669K
311
$661K
312
$636K
313
$630K
314
$629K
315
$624K
316
$616K
317
$613K
318
$611K
319
$599K
320
$581K
321
$581K
322
$569K
323
$569K
324
$560K
325
$557K