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Evercore
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Overview Fund Activity

560 hedge funds and large institutions have $9.65B invested in Evercore in 2025 Q2 according to their latest regulatory filings, with 116 funds opening new positions, 195 increasing their positions, 188 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
560
Holders Change
+12
Holders Change %
+2.19%
% of All Funds
7.51%
Holding in Top 10
8
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+166.67%
% of All Funds
0.11%
New
116
Increased
195
Reduced
188
Closed
98
Calls
$82.8M
Puts
$47.5M
Net Calls
+$35.2M
Net Calls Change
+$31.6M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$180M
2
Millennium Management
Millennium Management
New York
+$172M
3
Capital International Investors
Capital International Investors
California
+$162M
4
Invesco
Invesco
Georgia
+$146M
5
William Blair Investment Management
William Blair Investment Management
Illinois
+$107M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$164M
2
UBS Group
UBS Group
Switzerland
-$161M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$132M
4
Two Sigma Investments
Two Sigma Investments
New York
-$103M
5
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$82.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
KBC Group
401
KBC Group
Belgium
$266K -$166K -616 -38%
I
402
InceptionR
California
$265K -$653K -2,417 -71%
NP
403
NorthRock Partners
Minnesota
$265K +$265K +980 New
WANY
404
Wealthspire Advisors (New York)
New York
$265K +$265K +980 New
NFP
405
Narus Financial Partners
Utah
$264K +$264K +979 New
PAS
406
Park Avenue Securities
New York
$264K +$264K +976 New
CPC
407
Cookson Peirce & Co
Pennsylvania
$263K -$148K -547 -36%
WWM
408
Whalen Wealth Management
Nevada
$257K +$257K +951 New
SWP
409
Sagespring Wealth Partners
Tennessee
$254K +$254K +942 New
WPC
410
Wedmont Private Capital
Pennsylvania
$252K +$252K +860 New
SSG
411
Summit Securities Group
New York
$250K +$250K +926 +92,600%
FFM
412
Forum Financial Management
Illinois
$250K +$250K +926 New
VFA
413
Valeo Financial Advisors
Indiana
$248K +$248K +920 New
GI
414
GAMMA Investing
California
$245K +$53.2K +197 +28%
AFG
415
Atomi Financial Group
New York
$242K +$242K +898 New
O3W
416
Omni 360 Wealth
New Jersey
$242K +$242K +895 New
PCM
417
Prelude Capital Management
New York
$241K +$241K +892 New
ECM
418
Everence Capital Management
Indiana
$238K +$238K +880 New
KCM
419
Kendall Capital Management
Maryland
$238K +$238K +880 New
M
420
MATAURO
New York
$237K +$237K +876 New
MYAM
421
Meiji Yasuda Asset Management
Japan
$233K +$233K +862 New
IHL
422
Investment House LLC
California
$230K +$230K +850 New
RGF
423
Retirement Guys Formula
Ohio
$229K +$229K +847 New
OC
424
Oppenheimer & Co
New York
$225K +$225K +833 New
PA
425
Profund Advisors
Maryland
$225K +$225K +833 New
15 16
17
18 19