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
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 %
MWM
426
MGB Wealth Management
Texas
$215K
BAM
427
Belpointe Asset Management
Nevada
$214K +$3.4K +17 +2%
Jones Financial Companies
428
Jones Financial Companies
Missouri
$213K +$32.5K +163 +18%
GCM
429
Graham Capital Management
Connecticut
$206K +$206K +1,033 New
MAP
430
Moody Aldrich Partners
Massachusetts
$202K -$296K -1,484 -59%
IA
431
IFP Advisors
Florida
$173K +$140K +699 +419%
AIM
432
Ausbil Investment Management
Australia
$165K -$688K -3,447 -81%
WT
433
Whittier Trust
California
$159K
EWA
434
EverSource Wealth Advisors
Alabama
$151K +$8.39K +42 +6%
CPBTD
435
Central Pacific Bank - Trust Division
Hawaii
$150K +$12K +60 +9%
BIG
436
Brooklyn Investment Group
New York
$148K +$47.3K +237 +47%
GI
437
GAMMA Investing
California
$142K +$18.4K +92 +15%
AT
438
Arlington Trust
Alabama
$140K
FDW
439
Fourth Dimension Wealth
Ohio
$123K +$71.5K +358 +139%
FFA
440
Farther Finance Advisors
California
$116K +$22.1K +110 +23%
SOW
441
State of Wyoming
Wyoming
$106K +$106K +531 New
PFBT
442
Parkside Financial Bank & Trust
Missouri
$99.5K +$53.3K +267 +116%
GM
443
GeoWealth Management
Illinois
$91.3K -$11K -55 -11%
FHA
444
First Horizon Advisors
Tennessee
$89.9K +$27.4K +137 +44%
Simplex Trading
445
Simplex Trading
Illinois
$83K +$83K +419 New
UB
446
UMB Bank
Missouri
$77.5K +$32.2K +161 +71%
NA
447
NewEdge Advisors
Louisiana
$69.8K -$159K -798 -70%
CA
448
Clearstead Advisors
Ohio
$69.7K +$22.2K +111 +47%
VCM
449
Versant Capital Management
Arizona
$65.9K +$30.6K +153 +86%
PWAM
450
Private Wealth Asset Management
Iowa
$62.9K +$62.9K +315 New