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Evercore

565 hedge funds and large institutions have $9.66B invested in Evercore in 2025 Q2 according to their latest regulatory filings, with 117 funds opening new positions, 196 increasing their positions, 190 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: 86.91%92.55% (+5.6%)

3% more funds holding

Funds holding: 549565 (+16)

3% more repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 190

Holders
565
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
FPAS
326
Focus Partners Advisor Solutions
Missouri
$623K
JSW
327
Journey Strategic Wealth
New Jersey
$601K
CGH
328
Crossmark Global Holdings
Texas
$599K
PI
329
PineBridge Investments
New York
$586K
SF
330
Summit Financial
New Jersey
$581K
FHA
331
Flagship Harbor Advisors
Massachusetts
$578K
AWM
332
AE Wealth Management
Kansas
$576K
KeyBank National Association
333
KeyBank National Association
Ohio
$576K
SOW
334
State of Wyoming
Wyoming
$571K
DWM
335
Diversify Wealth Management
Utah
$550K
PP
336
PDT Partners
New York
$540K
Aviva
337
Aviva
United Kingdom
$529K
URS
338
Utah Retirement Systems
Utah
$526K
APWM
339
Argonautica Private Wealth Management
Massachusetts
$522K
CB
340
Commerce Bank
Missouri
$503K
HR
341
Hardy Reed
Mississippi
$501K
AAS
342
Avantax Advisory Services
Texas
$497K
CTC
343
Cetera Trust Company
Minnesota
$491K
FRM
344
Fox Run Management
Connecticut
$470K
GT
345
Greenleaf Trust
Michigan
$466K
EWM
346
Evercore Wealth Management
New York
$464K
M&T Bank
347
M&T Bank
New York
$460K
NEI
348
Northwest & Ethical Investments
Ontario, Canada
$458K
WWM
349
Waterway Wealth Management
Texas
$456K
MSRPS
350
Maryland State Retirement & Pension System
Maryland
$453K