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Evercore
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Overview Fund Activity

560 hedge funds and large institutions have $9.65B invested in Evercore in 2025 Q2 according to their latest regulatory filings, with 116 funds opening new positions, 195 increasing their positions, 188 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
560
Holders Change
+12
Holders Change %
+2.19%
% of All Funds
7.51%
Holding in Top 10
8
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+166.67%
% of All Funds
0.11%
New
116
Increased
195
Reduced
188
Closed
98
Calls
$82.8M
Puts
$47.5M
Net Calls
+$35.2M
Net Calls Change
+$31.6M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$180M
2
Millennium Management
Millennium Management
New York
+$172M
3
Capital International Investors
Capital International Investors
California
+$162M
4
Invesco
Invesco
Georgia
+$146M
5
William Blair Investment Management
William Blair Investment Management
Illinois
+$107M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$164M
2
UBS Group
UBS Group
Switzerland
-$161M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$132M
4
Two Sigma Investments
Two Sigma Investments
New York
-$103M
5
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$82.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPIG
376
Chicago Partners Investment Group
Illinois
$338K +$338K +1,126 New
FCG
377
Fielder Capital Group
Tennessee
$333K +$15.4K +57 +5%
FTWA
378
Fifth Third Wealth Advisors
Ohio
$332K +$810 +3 +0.2%
IWP
379
Insight Wealth Partners
Texas
$330K – – –
PWG
380
Portside Wealth Group
Utah
$324K +$324K +1,200 New
BAM
381
Belpointe Asset Management
Nevada
$322K +$33.8K +125 +12%
CIBC Asset Management
382
CIBC Asset Management
Ontario, Canada
$322K – – –
OL
383
Optas LLC
Texas
$312K +$312K +1,154 New
PHS
384
Pekin Hardy Strauss
Illinois
$311K -$5.4K -20 -2%
SCP
385
Sivia Capital Partners
California
$307K +$307K +1,138 New
SPA
386
Sherbrooke Park Advisers
New York
$306K -$104K -384 -25%
HH
387
Hilltop Holdings
Texas
$305K +$305K +1,130 New
SI
388
Stephens Inc
Arkansas
$302K +$302K +1,118 New
C
389
Certuity
Florida
$297K +$297K +1,099 New
SAM
390
Shell Asset Management
Netherlands
$289K -$57.6K -213 -17%
NG
391
Norden Group
Utah
$286K -$59.4K -220 -17%
HIA
392
Harbor Investment Advisory
Maryland
$286K +$286K +1,060 New
GIA
393
Gateway Investment Advisers
Ohio
$284K -$10.8K -40 -4%
EW
394
Evoke Wealth
California
$279K +$279K +1,035 New
LTAS
395
Linden Thomas Advisory Services
North Carolina
$278K -$40.5K -150 -13%
RWM
396
Ritholtz Wealth Management
New York
$275K -$25.6K -95 -9%
HWMO
397
Heritage Wealth Management (Ohio)
Ohio
$270K +$270K +1,000 New
CC
398
Courier Capital
New York
$270K +$270K +1,000 New
BTI
399
Blue Trust Inc
Georgia
$268K -$86.7K -321 -24%
MAP
400
Moody Aldrich Partners
Massachusetts
$268K -$5.67K -21 -2%
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