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
MSRPS
376
Maryland State Retirement & Pension System
Maryland
$335K
SC
377
Syon Capital
California
$329K
KBC Group
378
KBC Group
Belgium
$320K
MA
379
Mutual Advisors
Nebraska
$317K
VIM
380
Vinva Investment Management
Australia
$316K
TRCT
381
Tower Research Capital (TRC)
New York
$315K
SF
382
Summit Financial
New Jersey
$309K
JSW
383
Journey Strategic Wealth
New Jersey
$309K
FBT
384
First Bank & Trust
South Dakota
$308K
HT
385
Headlands Technologies
Illinois
$306K
M&T Bank
386
M&T Bank
New York
$305K
CPC
387
Cookson Peirce & Co
Pennsylvania
$304K
SPA
388
Sherbrooke Park Advisers
New York
$303K
HWM
389
HB Wealth Management
Georgia
$303K
GC
390
Gruss & Co
Florida
$300K
KeyBank National Association
391
KeyBank National Association
Ohio
$300K
RS
392
R Squared
Hong Kong
$299K
FC
393
Farringdon Capital
United Kingdom
$291K
EWA
394
EP Wealth Advisors
California
$290K
Toronto Dominion Bank
395
Toronto Dominion Bank
Ontario, Canada
$288K
OAM
396
Oppenheimer Asset Management
New York
$288K
WSFS
397
Wilmington Savings Fund Society
Delaware
$287K
LCGC
398
Legacy Capital Group California
California
$287K
FPAS
399
Focus Partners Advisor Solutions
Missouri
$283K
NW
400
NewEdge Wealth
Pennsylvania
$283K