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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

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
MWM
426
MGB Wealth Management
Texas
$215K
BAM
427
Belpointe Asset Management
Nevada
$214K
Jones Financial Companies
428
Jones Financial Companies
Missouri
$213K
GCM
429
Graham Capital Management
Connecticut
$206K
MAP
430
Moody Aldrich Partners
Massachusetts
$202K
IA
431
IFP Advisors
Florida
$173K
AIM
432
Ausbil Investment Management
Australia
$165K
WT
433
Whittier Trust
California
$159K
EWA
434
EverSource Wealth Advisors
Alabama
$151K
CPBTD
435
Central Pacific Bank - Trust Division
Hawaii
$150K
BIG
436
Brooklyn Investment Group
New York
$148K
GI
437
GAMMA Investing
California
$142K
AT
438
Arlington Trust
Alabama
$140K
FDW
439
Fourth Dimension Wealth
Ohio
$123K
FFA
440
Farther Finance Advisors
California
$116K
SOW
441
State of Wyoming
Wyoming
$106K
PFBT
442
Parkside Financial Bank & Trust
Missouri
$99.5K
GM
443
GeoWealth Management
Illinois
$91.3K
FHA
444
First Horizon Advisors
Tennessee
$89.9K
Simplex Trading
445
Simplex Trading
Illinois
$83K
UB
446
UMB Bank
Missouri
$77.5K
NA
447
NewEdge Advisors
Louisiana
$69.8K
CA
448
Clearstead Advisors
Ohio
$69.7K
VCM
449
Versant Capital Management
Arizona
$65.9K
PWAM
450
Private Wealth Asset Management
Iowa
$62.9K