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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 %
FRM
326
Fox Run Management
Connecticut
$555K +$555K +2,780 New
Commonwealth Equity Services
327
Commonwealth Equity Services
Massachusetts
$555K +$49.5K +248 +10%
BAM
328
Blueshift Asset Management
New Jersey
$555K +$555K +2,777 New
CJ
329
Caitlin John
Michigan
$551K -$786K -3,937 -59%
SAM
330
Securian Asset Management
Minnesota
$550K +$20K +100 +4%
TPCW
331
TD Private Client Wealth
New York
$536K +$306K +1,530 +133%
CL
332
Choreo LLC
Illinois
$533K -$16.6K -83 -3%
Squarepoint
333
Squarepoint
New York
$530K -$3.21M -16,058 -86%
ACP
334
Aviance Capital Partners
Florida
$525K -$4.99K -25 -0.9%
Mercer Global Advisors
335
Mercer Global Advisors
Colorado
$517K +$58.5K +293 +13%
BCM
336
Bayesian Capital Management
New York
$512K +$512K +2,563 New
CGH
337
Crossmark Global Holdings
Texas
$508K -$65.7K -329 -11%
Osaic Holdings
338
Osaic Holdings
Arizona
$484K -$9.59K -48 -2%
VI
339
Vestcor Inc
New Brunswick, Canada
$481K -$1.37M -6,851 -74%
YMRC
340
Yorktown Management & Research Company
Virginia
$474K
NIP
341
Nicholas Investment Partners
California
$470K -$16M -80,349 -97%
USAA
342
United Services Automobile Association
Texas
$469K +$469K +2,351 New
IB
343
Intrust Bank
Kansas
$464K -$55.9K -280 -11%
EH
344
Equitable Holdings
New York
$459K +$459K +2,298 New
TI
345
Tidal Investments
Wisconsin
$456K +$456K +2,285 New
PNC Financial Services Group
346
PNC Financial Services Group
Pennsylvania
$449K +$38.5K +193 +9%
Daiwa Securities Group
347
Daiwa Securities Group
Japan
$449K +$357K +1,790 +389%
APWM
348
Argonautica Private Wealth Management
Massachusetts
$447K -$24.4K -122 -5%
EI
349
Ethic Inc
New York
$446K -$276K -1,378 -38%
Cambridge Investment Research Advisors
350
Cambridge Investment Research Advisors
Iowa
$431K -$133K -668 -24%