EVR icon

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

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:

25% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 103

26% less capital invested

Capital invested by funds: $9.23B → $6.78B (-$2.44B)

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
548
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
William Blair & Company
351
William Blair & Company
Illinois
$419K
PAS
352
Point72 Asia (Singapore)
Singapore
$401K
BC
353
Bayforest Capital
United Kingdom
$400K
VCM
354
Voleon Capital Management
California
$400K
CAU
355
Caxton Associates (UK)
$396K
SCM
356
Sterling Capital Management
North Carolina
$394K
SRL
357
Scientech Research LLC
New Jersey
$389K
MF
358
Magnetar Financial
Illinois
$386K
DWM
359
Diversify Wealth Management
Utah
$381K
URS
360
Utah Retirement Systems
Utah
$379K
AV
361
Alamea Verwaltungs
New Jersey
$373K
HR
362
Hardy Reed
Mississippi
$370K
BFPW
363
BOK Financial Private Wealth
Colorado
$370K
MYIA
364
Mount Yale Investment Advisors
Colorado
$370K
SG Americas Securities
365
SG Americas Securities
New York
$370K
MCM
366
Manchester Capital Management
Vermont
$370K
CM
367
CastleKnight Management
New York
$359K
CB
368
Commerce Bank
Missouri
$359K
GT
369
Greenleaf Trust
Michigan
$356K
FHA
370
Flagship Harbor Advisors
Massachusetts
$355K
QCG
371
Quadrant Capital Group
Ohio
$349K
CTC
372
Cetera Trust Company
Minnesota
$344K
EWM
373
Evercore Wealth Management
New York
$344K
FGP
374
Freestone Grove Partners
California
$338K
QCM
375
Qsemble Capital Management
New York
$336K