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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

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:

25% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 103

26% less capital invested

Capital invested by funds: $9.23B → $6.78B (-$2.44B)

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
Public Employees Retirement Association of Colorado
301
Public Employees Retirement Association of Colorado
Colorado
$775K
PC
302
Pier Capital
Connecticut
$754K
TF
303
TLWM Financial
Texas
$753K
DAS
304
Dynamic Advisor Solutions
Arizona
$745K
Nisa Investment Advisors
305
Nisa Investment Advisors
Missouri
$736K
TCPG
306
Trivant Custom Portfolio Group
California
$734K
FNBOH
307
First National Bank of Hutchinson
Kansas
$710K
IP
308
Isthmus Partners
Wisconsin
$697K
RA
309
Ransom Advisory
Rhode Island
$689K
I
310
InceptionR
California
$679K
Federated Hermes
311
Federated Hermes
Pennsylvania
$669K
LFA
312
Legend Financial Advisors
Pennsylvania
$636K
HEIP
313
Hudson Edge Investment Partners
New Jersey
$630K
ZBNA
314
Zions Bancorporation, National Association
Utah
$629K
BPC
315
Banque Pictet & Cie
Switzerland
$624K
Baird Financial Group
316
Baird Financial Group
Wisconsin
$616K
FM
317
Foster & Motley
Ohio
$613K
MFG
318
Merit Financial Group
Georgia
$611K
Swedbank
319
Swedbank
Sweden
$599K
ORC
320
O'Rourke & Company
Massachusetts
$581K
ET
321
Entropy Technologies
New York
$581K
Aviva
322
Aviva
United Kingdom
$569K
P
323
Pitcairn
Pennsylvania
$569K
CCM
324
Coldstream Capital Management
Washington
$560K
IMRF
325
Illinois Municipal Retirement Fund
Illinois
$557K