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Evercore

562 hedge funds and large institutions have $9.66B invested in Evercore in 2025 Q2 according to their latest regulatory filings, with 115 funds opening new positions, 196 increasing their positions, 189 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: 86.9%92.53% (+5.6%)

3% more funds holding

Funds holding: 548562 (+14)

4% more repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 189

Holders
562
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
CI Investments Inc
376
CI Investments Inc
Ontario, Canada
$340K
CPIG
377
Chicago Partners Investment Group
Illinois
$338K
FCG
378
Fielder Capital Group
Tennessee
$333K
FTWA
379
Fifth Third Wealth Advisors
Ohio
$332K
IWP
380
Insight Wealth Partners
Texas
$330K
PWG
381
Portside Wealth Group
Utah
$324K
BAM
382
Belpointe Asset Management
Nevada
$322K
CIBC Asset Management
383
CIBC Asset Management
Ontario, Canada
$322K
OL
384
Optas LLC
Texas
$312K
PHS
385
Pekin Hardy Strauss
Illinois
$311K
SCP
386
Sivia Capital Partners
California
$307K
SPA
387
Sherbrooke Park Advisers
New York
$306K
HH
388
Hilltop Holdings
Texas
$305K
SI
389
Stephens Inc
Arkansas
$302K
C
390
Certuity
Florida
$297K
SAM
391
Shell Asset Management
Netherlands
$289K
NG
392
Norden Group
Utah
$286K
HIA
393
Harbor Investment Advisory
Maryland
$286K
GIA
394
Gateway Investment Advisers
Ohio
$284K
EW
395
Evoke Wealth
California
$279K
LTAS
396
Linden Thomas Advisory Services
North Carolina
$278K
RWM
397
Ritholtz Wealth Management
New York
$275K
HWMO
398
Heritage Wealth Management (Ohio)
Ohio
$270K
CC
399
Courier Capital
New York
$270K
BTI
400
Blue Trust Inc
Georgia
$268K