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Evercore

549 hedge funds and large institutions have $6.79B invested in Evercore in 2025 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 226 increasing their positions, 182 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:

26% less capital invested

Capital invested by funds: $9.23B → $6.79B (-$2.44B)

27% less first-time investments, than exits

New positions opened: 75 | Existing positions closed: 103

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
549
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
326
$557K
327
$555K
328
$555K
329
$555K
330
$551K
331
$550K
332
$536K
333
$533K
334
$530K
335
$525K
336
$517K
337
$512K
338
$508K
339
$484K
340
$481K
341
$474K
342
$470K
343
$469K
344
$464K
345
$459K
346
$456K
347
$449K
348
$449K
349
$447K
350
$446K