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Evercore
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Overview Fund Activity

560 hedge funds and large institutions have $9.65B invested in Evercore in 2025 Q2 according to their latest regulatory filings, with 116 funds opening new positions, 195 increasing their positions, 188 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
560
Holders Change
+12
Holders Change %
+2.19%
% of All Funds
7.51%
Holding in Top 10
8
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+166.67%
% of All Funds
0.11%
New
116
Increased
195
Reduced
188
Closed
98
Calls
$82.8M
Puts
$47.5M
Net Calls
+$35.2M
Net Calls Change
+$31.6M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$180M
2
Millennium Management
Millennium Management
New York
+$172M
3
Capital International Investors
Capital International Investors
California
+$162M
4
Invesco
Invesco
Georgia
+$146M
5
William Blair Investment Management
William Blair Investment Management
Illinois
+$107M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$164M
2
UBS Group
UBS Group
Switzerland
-$161M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$132M
4
Two Sigma Investments
Two Sigma Investments
New York
-$103M
5
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$82.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
451
Allworth Financial
California
$121K +$55.6K +206 +85%
HNB
452
Huntington National Bank
Ohio
$110K +$55.6K +206 +102%
CIBC Private Wealth Group
453
CIBC Private Wealth Group
Georgia
$108K +$5.94K +22 +6%
UB
454
UMB Bank
Missouri
$107K +$2.7K +10 +3%
FHA
455
First Horizon Advisors
Tennessee
$76.1K -$45.4K -168 -37%
BAMF
456
BI Asset Management Fondsmaeglerselskab
Denmark
$73K – – –
MCM
457
MAI Capital Management
Ohio
$68.9K +$43K +159 +166%
WBC
458
Westpac Banking Corp
Australia
$66.2K +$66.2K +245 New
MPWT
459
MassMutual Private Wealth & Trust
Connecticut
$65.6K +$540 +2 +0.8%
W
460
WealthCollab
Washington
$64.3K +$18.9K +70 +42%
CA
461
Clearstead Advisors
Ohio
$64K -$30.2K -112 -32%
QL
462
Quarry LP
New York
$62.4K +$54.3K +201 +670%
FFA
463
Farther Finance Advisors
California
$61.3K -$95K -352 -61%
CFB
464
Cullen/Frost Bankers
Texas
$61K +$61K +226 New
Nomura Asset Management
465
Nomura Asset Management
Japan
$59.4K – – –
S
466
SignatureFD
Georgia
$58.1K -$5.13K -19 -8%
SPIA
467
Steward Partners Investment Advisory
New York
$56.6K +$34.4K +127 +155%
MYIA
468
Mount Yale Investment Advisors
Colorado
$55K -$445K -1,649 -89%
AAP
469
Arax Advisory Partners
Colorado
$51K +$4.32K +16 +9%
PSB
470
Piscataqua Savings Bank
New Hampshire
$48.6K – – –
Bessemer Group
471
Bessemer Group
New Jersey
$48K +$21K +77 +78%
AssetMark Inc
472
AssetMark Inc
California
$44.8K -$9.72K -36 -18%
MPW
473
MASECO Private Wealth
$43K +$43K +159 New
KFI
474
Key Financial Inc
Pennsylvania
$41K – – –
LI
475
LRI Investments
Florida
$34.9K – – –
17 18
19
20 21