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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
SCM
376
Shelton Capital Management
Colorado
$342K
CI Investments Inc
377
CI Investments Inc
Ontario, Canada
$340K
CPIG
378
Chicago Partners Investment Group
Illinois
$338K
FCG
379
Fielder Capital Group
Tennessee
$333K
FTWA
380
Fifth Third Wealth Advisors
Ohio
$332K
IWP
381
Insight Wealth Partners
Texas
$330K
PWG
382
Portside Wealth Group
Utah
$324K
BAM
383
Belpointe Asset Management
Nevada
$322K
CIBC Asset Management
384
CIBC Asset Management
Ontario, Canada
$322K
OL
385
Optas LLC
Texas
$312K
PHS
386
Pekin Hardy Strauss
Illinois
$311K
SCP
387
Sivia Capital Partners
California
$307K
SPA
388
Sherbrooke Park Advisers
New York
$306K
HH
389
Hilltop Holdings
Texas
$305K
SI
390
Stephens Inc
Arkansas
$302K
C
391
Certuity
Florida
$297K
SAM
392
Shell Asset Management
Netherlands
$289K
NG
393
Norden Group
Utah
$286K
HIA
394
Harbor Investment Advisory
Maryland
$286K
GIA
395
Gateway Investment Advisers
Ohio
$284K
EW
396
Evoke Wealth
California
$279K
LTAS
397
Linden Thomas Advisory Services
North Carolina
$278K
RWM
398
Ritholtz Wealth Management
New York
$275K
CC
399
Courier Capital
New York
$270K
HWMO
400
Heritage Wealth Management (Ohio)
Ohio
$270K