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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 %
Public Employees Retirement Association of Colorado
301
Public Employees Retirement Association of Colorado
Colorado
$775K
PC
302
Pier Capital
Connecticut
$754K +$441K +2,208 +141%
TF
303
TLWM Financial
Texas
$753K +$39.7K +199 +6%
DAS
304
Dynamic Advisor Solutions
Arizona
$745K +$117K +586 +19%
Nisa Investment Advisors
305
Nisa Investment Advisors
Missouri
$736K -$20K -100 -3%
TCPG
306
Trivant Custom Portfolio Group
California
$734K +$47.9K +240 +7%
FNBOH
307
First National Bank of Hutchinson
Kansas
$710K +$202K +1,012 +40%
IP
308
Isthmus Partners
Wisconsin
$697K -$73.9K -370 -10%
RA
309
Ransom Advisory
Rhode Island
$689K +$689K +3,450 New
I
310
InceptionR
California
$679K +$3.99K +20 +0.6%
Federated Hermes
311
Federated Hermes
Pennsylvania
$669K +$84.9K +425 +15%
LFA
312
Legend Financial Advisors
Pennsylvania
$636K +$636K +3,182 New
HEIP
313
Hudson Edge Investment Partners
New Jersey
$630K -$13.8K -69 -2%
ZBNA
314
Zions Bancorporation, National Association
Utah
$629K +$629K +3,150 New
BPC
315
Banque Pictet & Cie
Switzerland
$624K +$624K +3,124 New
Baird Financial Group
316
Baird Financial Group
Wisconsin
$616K +$176K +879 +40%
FM
317
Foster & Motley
Ohio
$613K -$246K -1,229 -29%
MFG
318
Merit Financial Group
Georgia
$611K +$436K +2,183 +250%
Swedbank
319
Swedbank
Sweden
$599K
ORC
320
O'Rourke & Company
Massachusetts
$581K -$599 -3 -0.1%
ET
321
Entropy Technologies
New York
$581K -$398K -1,992 -41%
Aviva
322
Aviva
United Kingdom
$569K +$164K +821 +40%
P
323
Pitcairn
Pennsylvania
$569K +$9.99K +50 +2%
CCM
324
Coldstream Capital Management
Washington
$560K +$5.39K +27 +1%
IMRF
325
Illinois Municipal Retirement Fund
Illinois
$557K