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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
FRM
326
Fox Run Management
Connecticut
$555K
Commonwealth Equity Services
327
Commonwealth Equity Services
Massachusetts
$555K
BAM
328
Blueshift Asset Management
New Jersey
$555K
CJ
329
Caitlin John
Michigan
$551K
SAM
330
Securian Asset Management
Minnesota
$550K
TPCW
331
TD Private Client Wealth
New York
$536K
CL
332
Choreo LLC
Illinois
$533K
Squarepoint
333
Squarepoint
New York
$530K
ACP
334
Aviance Capital Partners
Florida
$525K
Mercer Global Advisors
335
Mercer Global Advisors
Colorado
$517K
BCM
336
Bayesian Capital Management
New York
$512K
CGH
337
Crossmark Global Holdings
Texas
$508K
Osaic Holdings
338
Osaic Holdings
Arizona
$484K
VI
339
Vestcor Inc
New Brunswick, Canada
$481K
YMRC
340
Yorktown Management & Research Company
Virginia
$474K
NIP
341
Nicholas Investment Partners
California
$470K
USAA
342
United Services Automobile Association
Texas
$469K
IB
343
Intrust Bank
Kansas
$464K
EH
344
Equitable Holdings
New York
$459K
TI
345
Tidal Investments
Wisconsin
$456K
PNC Financial Services Group
346
PNC Financial Services Group
Pennsylvania
$449K
Daiwa Securities Group
347
Daiwa Securities Group
Japan
$449K
APWM
348
Argonautica Private Wealth Management
Massachusetts
$447K
EI
349
Ethic Inc
New York
$446K
Cambridge Investment Research Advisors
350
Cambridge Investment Research Advisors
Iowa
$431K