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Evercore
EVR

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 %
OAM
351
Oppenheimer Asset Management
New York
$419K +$30.2K +112 +8%
FBT
352
First Bank & Trust
South Dakota
$418K +$2.43K +9 +0.6%
DWA
353
Dorsey Wright & Associates
California
$414K -$9.01M -33,393 -96%
GLA
354
Great Lakes Advisors
Illinois
$406K -$22.7M -84,204 -98%
EWA
355
EverSource Wealth Advisors
Alabama
$400K +$197K +729 +97%
AV
356
Alamea Verwaltungs
New Jersey
$400K -$105K -389 -21%
Toronto Dominion Bank
357
Toronto Dominion Bank
Ontario, Canada
$393K +$3.25K +12 +0.8%
EWA
358
EP Wealth Advisors
California
$389K -$2.97K -11 -0.8%
CFO
359
Callan Family Office
Pennsylvania
$389K +$389K +1,441 New
KCP
360
Kera Capital Partners
California
$388K +$388K +1,438 New
QCG
361
Quadrant Capital Group
Ohio
$387K -$85.3K -316 -18%
RAM
362
Readystate Asset Management
Illinois
$386K +$386K +1,429 New
AI
363
Atria Investments
North Carolina
$386K -$1.91M -7,064 -83%
FM
364
Foster & Motley
Ohio
$383K -$445K -1,649 -54%
NWAG
365
Net Worth Advisory Group
Utah
$379K +$40.2K +149 +12%
BDFN
366
Bond & Devick Financial Network
Minnesota
$378K – – –
NW
367
NewEdge Wealth
Pennsylvania
$376K -$45.3K -152 -11%
Cambridge Investment Research Advisors
368
Cambridge Investment Research Advisors
Iowa
$371K -$213K -787 -36%
HWM
369
HB Wealth Management
Georgia
$367K -$41.9K -155 -10%
WSFS
370
Wilmington Savings Fund Society
Delaware
$364K -$24.8K -92 -6%
DA
371
Denali Advisors
California
$359K -$2.42M -8,967 -87%
PA
372
Parallel Advisors
California
$359K -$5.13K -19 -1%
EI
373
Ethic Inc
New York
$356K -$243K -902 -41%
SCM
374
Shelton Capital Management
Colorado
$342K -$11.1K -41 -3%
CI Investments Inc
375
CI Investments Inc
Ontario, Canada
$340K -$15.1K -56 -4%
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