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Evercore

562 hedge funds and large institutions have $9.66B invested in Evercore in 2025 Q2 according to their latest regulatory filings, with 115 funds opening new positions, 196 increasing their positions, 189 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: 86.9%92.53% (+5.6%)

3% more funds holding

Funds holding: 548562 (+14)

4% more repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 189

Holders
562
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
AGDI
426
Absolute Gestao de Investimentos
Brazil
$223K
IA
427
IFP Advisors
Florida
$223K
AIM
428
Ausbil Investment Management
Australia
$222K
TC
429
TownSquare Capital
Utah
$219K
LNWWM
430
Laird Norton Wetherby Wealth Management
California
$218K
Jones Financial Companies
431
Jones Financial Companies
Missouri
$216K
PS
432
Planned Solutions
California
$216K
CIA
433
Choate Investment Advisors
Massachusetts
$216K
WT
434
Whittier Trust
California
$215K
JFG
435
Jefferies Financial Group
New York
$215K
WA
436
Wealthstream Advisors
New York
$215K
OR
437
Olympiad Research
Connecticut
$214K
ISL
438
Ingalls & Snyder LLC
New York
$213K
National Bank of Canada
439
National Bank of Canada
Quebec, Canada
$212K
TPCW
440
TD Private Client Wealth
New York
$211K
BIG
441
Brooklyn Investment Group
New York
$210K
TCA
442
Transcend Capital Advisors
New Jersey
$207K
JIC
443
Joel Isaacson & Co
New York
$205K
DWM
444
Dakota Wealth Management
Florida
$205K
A
445
AlphaQuest
New York
$192K
CPBTD
446
Central Pacific Bank - Trust Division
Hawaii
$192K
AT
447
Arlington Trust
Alabama
$189K
PFBT
448
Parkside Financial Bank & Trust
Missouri
$180K
EAM
449
Erste Asset Management
Austria
$161K
VCM
450
Versant Capital Management
Arizona
$146K