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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
Holders
548
Holders Change
-34
Holders Change %
-5.84%
% of All Funds
7.44%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
77
Increased
225
Reduced
181
Closed
103
Calls
$41.5M
Puts
$37.9M
Net Calls
+$3.66M
Net Calls Change
-$233K
Name Holding Trade Value Shares
Change
Shares
Change %
MSRPS
376
Maryland State Retirement & Pension System
Maryland
$335K -$74.5K -373 -18%
SC
377
Syon Capital
California
$329K +$329K +1,646 New
KBC Group
378
KBC Group
Belgium
$320K +$28.8K +144 +10%
MA
379
Mutual Advisors
Nebraska
$317K -$16.2K -82 -5%
VIM
380
Vinva Investment Management
Australia
$316K +$316K +995 New
TRCT
381
Tower Research Capital (TRC)
New York
$315K -$169K -846 -35%
SF
382
Summit Financial
New Jersey
$309K +$117K +586 +61%
JSW
383
Journey Strategic Wealth
New Jersey
$309K +$9.79K +49 +3%
FBT
384
First Bank & Trust
South Dakota
$308K -$599 -3 -0.2%
HT
385
Headlands Technologies
Illinois
$306K +$20.2K +101 +7%
M&T Bank
386
M&T Bank
New York
$305K -$55.7K -279 -15%
CPC
387
Cookson Peirce & Co
Pennsylvania
$304K -$26.9M -134,916 -99%
SPA
388
Sherbrooke Park Advisers
New York
$303K +$140K +703 +86%
HWM
389
HB Wealth Management
Georgia
$303K +$145K +728 +92%
GC
390
Gruss & Co
Florida
$300K +$300K +1,500 New
KeyBank National Association
391
KeyBank National Association
Ohio
$300K -$141K -708 -32%
RS
392
R Squared
Hong Kong
$299K +$153K +766 +105%
FC
393
Farringdon Capital
United Kingdom
$291K +$131K +657 +82%
EWA
394
EP Wealth Advisors
California
$290K -$18.6K -93 -6%
Toronto Dominion Bank
395
Toronto Dominion Bank
Ontario, Canada
$288K -$28K -140 -9%
OAM
396
Oppenheimer Asset Management
New York
$288K +$86.9K +435 +43%
WSFS
397
Wilmington Savings Fund Society
Delaware
$287K -$92.3K -462 -24%
LCGC
398
Legacy Capital Group California
California
$287K +$72.1K +361 +34%
FPAS
399
Focus Partners Advisor Solutions
Missouri
$283K +$283K +1,419 New
NW
400
NewEdge Wealth
Pennsylvania
$283K -$83.5K -418 -23%