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Evercore

565 hedge funds and large institutions have $9.66B invested in Evercore in 2025 Q2 according to their latest regulatory filings, with 117 funds opening new positions, 196 increasing their positions, 190 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more first-time investments, than exits

New positions opened: | Existing positions closed:

5.64% more ownership

Funds ownership: 86.91%92.55% (+5.6%)

3% more funds holding

Funds holding: 549565 (+16)

3% more repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 190

Holders
565
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$82.8M
Puts
$47.5M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OC
426
Oppenheimer & Co
New York
$225K
PA
427
Profund Advisors
Maryland
$225K
AGDI
428
Absolute Gestao de Investimentos
Brazil
$223K
IA
429
IFP Advisors
Florida
$223K
AIM
430
Ausbil Investment Management
Australia
$222K
TC
431
TownSquare Capital
Utah
$219K
LNWWM
432
Laird Norton Wetherby Wealth Management
California
$218K
Jones Financial Companies
433
Jones Financial Companies
Missouri
$216K
CIA
434
Choate Investment Advisors
Massachusetts
$216K
PS
435
Planned Solutions
California
$216K
WT
436
Whittier Trust
California
$215K
JFG
437
Jefferies Financial Group
New York
$215K
WA
438
Wealthstream Advisors
New York
$215K
OR
439
Olympiad Research
Connecticut
$214K
ISL
440
Ingalls & Snyder LLC
New York
$213K
National Bank of Canada
441
National Bank of Canada
Quebec, Canada
$212K
TPCW
442
TD Private Client Wealth
New York
$211K
BIG
443
Brooklyn Investment Group
New York
$210K
TCA
444
Transcend Capital Advisors
New Jersey
$207K
JIC
445
Joel Isaacson & Co
New York
$205K
DWM
446
Dakota Wealth Management
Florida
$205K
A
447
AlphaQuest
New York
$192K
CPBTD
448
Central Pacific Bank - Trust Division
Hawaii
$192K
AT
449
Arlington Trust
Alabama
$189K
PFBT
450
Parkside Financial Bank & Trust
Missouri
$180K