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Evercore

549 hedge funds and large institutions have $6.79B invested in Evercore in 2025 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 226 increasing their positions, 182 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:

26% less capital invested

Capital invested by funds: $9.23B → $6.79B (-$2.44B)

27% less first-time investments, than exits

New positions opened: 75 | Existing positions closed: 103

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
549
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
426
$216K
427
$215K
428
$214K
429
$213K
430
$206K
431
$202K
432
$173K
433
$165K
434
$159K
435
$151K
436
$150K
437
$148K
438
$142K
439
$140K
440
$123K
441
$116K
442
$106K
443
$99.5K
444
$91.3K
445
$89.9K
446
$83K
447
$77.5K
448
$69.8K
449
$69.7K
450
$65.9K