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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
351
$431K
352
$419K
353
$401K
354
$400K
355
$400K
356
$396K
357
$394K
358
$389K
359
$386K
360
$381K
361
$379K
362
$373K
363
$370K
364
$370K
365
$370K
366
$370K
367
$370K
368
$359K
369
$359K
370
$356K
371
$355K
372
$349K
373
$344K
374
$344K
375
$338K