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Evercore

548 hedge funds and large institutions have $6.77B invested in Evercore in 2025 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 226 increasing their positions, 182 reducing their positions, and 104 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:

27% less capital invested

Capital invested by funds: $9.23B → $6.77B (-$2.46B)

29% less first-time investments, than exits

New positions opened: 74 | Existing positions closed: 104

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
376
$335K
377
$329K
378
$320K
379
$317K
380
$316K
381
$315K
382
$309K
383
$309K
384
$308K
385
$306K
386
$305K
387
$304K
388
$303K
389
$303K
390
$300K
391
$300K
392
$299K
393
$291K
394
$290K
395
$288K
396
$288K
397
$287K
398
$287K
399
$283K
400
$283K