EVR icon

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

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:

25% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 103

26% less capital invested

Capital invested by funds: $9.23B → $6.78B (-$2.44B)

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
BDFN
401
Bond & Devick Financial Network
Minnesota
$280K
STA
402
Summit Trail Advisors
New York
$274K
PA
403
Parallel Advisors
California
$269K
BTI
404
Blue Trust Inc
Georgia
$262K
CI Investments Inc
405
CI Investments Inc
Ontario, Canada
$262K
SCM
406
Shelton Capital Management
Colorado
$261K
BMCM
407
Burns Matteson Capital Management
New York
$260K
First Trust Advisors
408
First Trust Advisors
Illinois
$259K
Envestnet Portfolio Solutions
409
Envestnet Portfolio Solutions
Illinois
$259K
SAM
410
Strategy Asset Managers
California
$258K
SAM
411
Shell Asset Management
Netherlands
$256K
NG
412
Norden Group
Utah
$256K
NWAG
413
Net Worth Advisory Group
Utah
$251K
FTWA
414
Fifth Third Wealth Advisors
Ohio
$245K
IWP
415
Insight Wealth Partners
Texas
$244K
MAM
416
Martingale Asset Management
Massachusetts
$241K
CIBC Asset Management
417
CIBC Asset Management
Ontario, Canada
$238K
LTAS
418
Linden Thomas Advisory Services
North Carolina
$236K
FCG
419
Fielder Capital Group
Tennessee
$235K
PHS
420
Pekin Hardy Strauss
Illinois
$234K
SAI
421
Savvy Advisors Inc
New York
$233K
RWM
422
Ritholtz Wealth Management
New York
$222K
PWPS
423
Pinnacle Wealth Planning Services
Ohio
$219K
GIA
424
Gateway Investment Advisers
Ohio
$218K
TCM
425
Teza Capital Management
Illinois
$216K