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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
Holders
548
Holders Change
-34
Holders Change %
-5.84%
% of All Funds
7.44%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
77
Increased
225
Reduced
181
Closed
103
Calls
$41.5M
Puts
$37.9M
Net Calls
+$3.66M
Net Calls Change
-$233K
Name Holding Trade Value Shares
Change
Shares
Change %
William Blair & Company
351
William Blair & Company
Illinois
$419K +$99.9K +500 +31%
PAS
352
Point72 Asia (Singapore)
Singapore
$401K +$401K +2,009 New
BC
353
Bayforest Capital
United Kingdom
$400K +$400K +2,005 New
VCM
354
Voleon Capital Management
California
$400K +$400K +2,004 New
CAU
355
Caxton Associates (UK)
$396K +$396K +1,983 New
SCM
356
Sterling Capital Management
North Carolina
$394K -$30.8K -154 -7%
SRL
357
Scientech Research LLC
New Jersey
$389K +$389K +1,946 New
MF
358
Magnetar Financial
Illinois
$386K -$55.9K -280 -13%
DWM
359
Diversify Wealth Management
Utah
$381K -$25.7K -129 -6%
URS
360
Utah Retirement Systems
Utah
$379K
AV
361
Alamea Verwaltungs
New Jersey
$373K +$373K +1,870 New
HR
362
Hardy Reed
Mississippi
$370K
BFPW
363
BOK Financial Private Wealth
Colorado
$370K +$370K +1,854 New
MYIA
364
Mount Yale Investment Advisors
Colorado
$370K +$6.39K +32 +2%
SG Americas Securities
365
SG Americas Securities
New York
$370K +$370K +1,851 New
MCM
366
Manchester Capital Management
Vermont
$370K +$54.7K +274 +17%
CM
367
CastleKnight Management
New York
$359K +$359K +1,800 New
CB
368
Commerce Bank
Missouri
$359K -$599 -3 -0.2%
GT
369
Greenleaf Trust
Michigan
$356K -$799 -4 -0.2%
FHA
370
Flagship Harbor Advisors
Massachusetts
$355K -$8.19K -41 -2%
QCG
371
Quadrant Capital Group
Ohio
$349K +$230K +1,152 +193%
CTC
372
Cetera Trust Company
Minnesota
$344K
EWM
373
Evercore Wealth Management
New York
$344K
FGP
374
Freestone Grove Partners
California
$338K +$338K +1,693 New
QCM
375
Qsemble Capital Management
New York
$336K +$27.4K +137 +9%