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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
Swedbank
301
Swedbank
Sweden
$810K
ORC
302
O'Rourke & Company
Massachusetts
$803K
BPC
303
Banque Pictet & Cie
Switzerland
$791K
IB
304
Intrust Bank
Kansas
$787K
CCM
305
Coldstream Capital Management
Washington
$767K
OAM
306
Oxford Asset Management
United Kingdom
$751K
Janney Montgomery Scott
307
Janney Montgomery Scott
Pennsylvania
$746K
SAM
308
Securian Asset Management
Minnesota
$743K
SCM
309
Sterling Capital Management
North Carolina
$736K
BFPW
310
BOK Financial Private Wealth
Colorado
$736K
TSS
311
Two Sigma Securities
New York
$718K
Simplex Trading
312
Simplex Trading
Illinois
$713K
CL
313
Choreo LLC
Illinois
$708K
TI
314
Tidal Investments
Wisconsin
$701K
SG Americas Securities
315
SG Americas Securities
New York
$689K
VA
316
Vident Advisory
Georgia
$686K
Tudor Investment Corp
317
Tudor Investment Corp
Connecticut
$665K
P
318
Pitcairn
Pennsylvania
$652K
VI
319
Vestcor Inc
New Brunswick, Canada
$650K
ACP
320
Aviance Capital Partners
Florida
$639K
BJL
321
Brighton Jones LLC
Washington
$639K
NIP
322
Nicholas Investment Partners
California
$636K
EH
323
Equitable Holdings
New York
$630K
FPAS
324
Focus Partners Advisor Solutions
Missouri
$623K
JSW
325
Journey Strategic Wealth
New Jersey
$601K