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Evercore

562 hedge funds and large institutions have $9.66B invested in Evercore in 2025 Q2 according to their latest regulatory filings, with 115 funds opening new positions, 196 increasing their positions, 189 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: 86.9%92.53% (+5.6%)

3% more funds holding

Funds holding: 548562 (+14)

4% more repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 189

Holders
562
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
SAI
351
Savvy Advisors Inc
New York
$421K
OAM
352
Oppenheimer Asset Management
New York
$419K
FBT
353
First Bank & Trust
South Dakota
$418K
DWA
354
Dorsey Wright & Associates
California
$414K
GLA
355
Great Lakes Advisors
Illinois
$406K
EWA
356
EverSource Wealth Advisors
Alabama
$400K
AV
357
Alamea Verwaltungs
New Jersey
$400K
Toronto Dominion Bank
358
Toronto Dominion Bank
Ontario, Canada
$393K
EWA
359
EP Wealth Advisors
California
$389K
CFO
360
Callan Family Office
Pennsylvania
$389K
KCP
361
Kera Capital Partners
California
$388K
QCG
362
Quadrant Capital Group
Ohio
$387K
RAM
363
Readystate Asset Management
Illinois
$386K
AI
364
Atria Investments
North Carolina
$386K
FM
365
Foster & Motley
Ohio
$383K
NWAG
366
Net Worth Advisory Group
Utah
$379K
BDFN
367
Bond & Devick Financial Network
Minnesota
$378K
NW
368
NewEdge Wealth
Pennsylvania
$376K
Cambridge Investment Research Advisors
369
Cambridge Investment Research Advisors
Iowa
$371K
HWM
370
HB Wealth Management
Georgia
$367K
WSFS
371
Wilmington Savings Fund Society
Delaware
$364K
DA
372
Denali Advisors
California
$359K
PA
373
Parallel Advisors
California
$359K
EI
374
Ethic Inc
New York
$356K
SCM
375
Shelton Capital Management
Colorado
$342K