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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 %
AGDI
426
Absolute Gestao de Investimentos
Brazil
$223K +$223K +827 New
IA
427
IFP Advisors
Florida
$223K -$11.4K -42 -5%
AIM
428
Ausbil Investment Management
Australia
$222K – – –
TC
429
TownSquare Capital
Utah
$219K -$1.04M -3,870 -83%
LNWWM
430
Laird Norton Wetherby Wealth Management
California
$218K +$218K +808 New
Jones Financial Companies
431
Jones Financial Companies
Missouri
$216K -$70.8K -263 -25%
CIA
432
Choate Investment Advisors
Massachusetts
$216K +$216K +800 New
PS
433
Planned Solutions
California
$216K +$216K +800 New
WT
434
Whittier Trust
California
$215K – – –
JFG
435
Jefferies Financial Group
New York
$215K -$9.28M -34,355 -98%
WA
436
Wealthstream Advisors
New York
$215K +$215K +796 New
OR
437
Olympiad Research
Connecticut
$214K +$214K +791 New
ISL
438
Ingalls & Snyder LLC
New York
$213K +$213K +789 New
National Bank of Canada
439
National Bank of Canada
Quebec, Canada
$212K -$24.1M -89,343 -99%
TPCW
440
TD Private Client Wealth
New York
$211K -$514K -1,904 -71%
BIG
441
Brooklyn Investment Group
New York
$210K +$9.18K +34 +5%
TCA
442
Transcend Capital Advisors
New Jersey
$207K +$207K +767 New
JIC
443
Joel Isaacson & Co
New York
$205K +$205K +758 New
DWM
444
Dakota Wealth Management
Florida
$205K +$205K +758 New
A
445
AlphaQuest
New York
$192K -$2.09M -7,727 -92%
CPBTD
446
Central Pacific Bank - Trust Division
Hawaii
$192K -$10.8K -40 -5%
AT
447
Arlington Trust
Alabama
$189K – – –
PFBT
448
Parkside Financial Bank & Trust
Missouri
$180K +$45.4K +168 +34%
EAM
449
Erste Asset Management
Austria
$161K +$161K +600 New
VCM
450
Versant Capital Management
Arizona
$146K +$56.4K +209 +63%
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