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Evercore
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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 %
PI
326
PineBridge Investments
New York
$586K -$10M -37,179 -94%
Osaic Holdings
327
Osaic Holdings
Arizona
$583K -$83.6K -304 -13%
SF
328
Summit Financial
New Jersey
$581K +$163K +603 +39%
FHA
329
Flagship Harbor Advisors
Massachusetts
$578K +$98.5K +365 +21%
AWM
330
AE Wealth Management
Kansas
$576K -$16.7M -61,735 -97%
KeyBank National Association
331
KeyBank National Association
Ohio
$576K +$171K +634 +42%
SOW
332
State of Wyoming
Wyoming
$571K +$428K +1,585 +298%
DWM
333
Diversify Wealth Management
Utah
$550K -$39.1K -127 -7%
PP
334
PDT Partners
New York
$540K +$540K +2,000 New
Aviva
335
Aviva
United Kingdom
$529K -$241K -893 -31%
URS
336
Utah Retirement Systems
Utah
$526K +$13K +48 +3%
APWM
337
Argonautica Private Wealth Management
Massachusetts
$522K -$81.8K -303 -14%
CB
338
Commerce Bank
Missouri
$503K +$17.8K +66 +4%
HR
339
Hardy Reed
Mississippi
$501K – – –
AAS
340
Avantax Advisory Services
Texas
$497K +$497K +1,842 New
CTC
341
Cetera Trust Company
Minnesota
$491K +$27K +100 +6%
FRM
342
Fox Run Management
Connecticut
$470K -$281K -1,039 -37%
GT
343
Greenleaf Trust
Michigan
$466K -$14.6K -54 -3%
EWM
344
Evercore Wealth Management
New York
$464K – – –
M&T Bank
345
M&T Bank
New York
$460K +$48.1K +178 +12%
NEI
346
Northwest & Ethical Investments
Ontario, Canada
$458K +$458K +1,700 New
WWM
347
Waterway Wealth Management
Texas
$456K -$679K -2,513 -60%
MSRPS
348
Maryland State Retirement & Pension System
Maryland
$453K – – –
DS
349
DRW Securities
Illinois
$427K +$427K +1,583 New
SAI
350
Savvy Advisors Inc
New York
$421K +$106K +392 +34%
12 13
14
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