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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 %
BDFN
401
Bond & Devick Financial Network
Minnesota
$280K
STA
402
Summit Trail Advisors
New York
$274K +$63.7K +319 +30%
PA
403
Parallel Advisors
California
$269K -$16.2K -81 -6%
BTI
404
Blue Trust Inc
Georgia
$262K +$42.5K +213 +19%
CI Investments Inc
405
CI Investments Inc
Ontario, Canada
$262K +$25.1K +126 +11%
SCM
406
Shelton Capital Management
Colorado
$261K -$7.19K -36 -3%
BMCM
407
Burns Matteson Capital Management
New York
$260K +$58.9K +295 +29%
First Trust Advisors
408
First Trust Advisors
Illinois
$259K -$236K -1,181 -48%
Envestnet Portfolio Solutions
409
Envestnet Portfolio Solutions
Illinois
$259K -$170K -853 -40%
SAM
410
Strategy Asset Managers
California
$258K -$7.59K -38 -3%
SAM
411
Shell Asset Management
Netherlands
$256K -$11K -55 -4%
NG
412
Norden Group
Utah
$256K +$103K +516 +67%
NWAG
413
Net Worth Advisory Group
Utah
$251K -$6.59K -33 -3%
FTWA
414
Fifth Third Wealth Advisors
Ohio
$245K +$599 +3 +0.2%
IWP
415
Insight Wealth Partners
Texas
$244K
MAM
416
Martingale Asset Management
Massachusetts
$241K
CIBC Asset Management
417
CIBC Asset Management
Ontario, Canada
$238K +$3.99K +20 +2%
LTAS
418
Linden Thomas Advisory Services
North Carolina
$236K +$5.99K +30 +3%
FCG
419
Fielder Capital Group
Tennessee
$235K +$14K +70 +6%
PHS
420
Pekin Hardy Strauss
Illinois
$234K -$35K -175 -13%
SAI
421
Savvy Advisors Inc
New York
$233K +$47.7K +239 +26%
RWM
422
Ritholtz Wealth Management
New York
$222K -$17.4K -87 -7%
PWPS
423
Pinnacle Wealth Planning Services
Ohio
$219K +$7.79K +39 +4%
GIA
424
Gateway Investment Advisers
Ohio
$218K +$41.7K +209 +24%
TCM
425
Teza Capital Management
Illinois
$216K +$21.8K +109 +11%