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Evercore

565 hedge funds and large institutions have $9.66B invested in Evercore in 2025 Q2 according to their latest regulatory filings, with 117 funds opening new positions, 196 increasing their positions, 190 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: 86.91%92.55% (+5.6%)

3% more funds holding

Funds holding: 549565 (+16)

3% more repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 190

Holders
565
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
DS
351
DRW Securities
Illinois
$427K
SAI
352
Savvy Advisors Inc
New York
$421K
OAM
353
Oppenheimer Asset Management
New York
$419K
FBT
354
First Bank & Trust
South Dakota
$418K
DWA
355
Dorsey Wright & Associates
California
$414K
GLA
356
Great Lakes Advisors
Illinois
$406K
EWA
357
EverSource Wealth Advisors
Alabama
$400K
AV
358
Alamea Verwaltungs
New Jersey
$400K
Toronto Dominion Bank
359
Toronto Dominion Bank
Ontario, Canada
$393K
EWA
360
EP Wealth Advisors
California
$389K
CFO
361
Callan Family Office
Pennsylvania
$389K
KCP
362
Kera Capital Partners
California
$388K
QCG
363
Quadrant Capital Group
Ohio
$387K
RAM
364
Readystate Asset Management
Illinois
$386K
AI
365
Atria Investments
North Carolina
$386K
FM
366
Foster & Motley
Ohio
$383K
NWAG
367
Net Worth Advisory Group
Utah
$379K
BDFN
368
Bond & Devick Financial Network
Minnesota
$378K
NW
369
NewEdge Wealth
Pennsylvania
$376K
Cambridge Investment Research Advisors
370
Cambridge Investment Research Advisors
Iowa
$371K
HWM
371
HB Wealth Management
Georgia
$367K
WSFS
372
Wilmington Savings Fund Society
Delaware
$364K
DA
373
Denali Advisors
California
$359K
PA
374
Parallel Advisors
California
$359K
EI
375
Ethic Inc
New York
$356K