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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

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:

25% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 103

26% less capital invested

Capital invested by funds: $9.23B → $6.78B (-$2.44B)

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
548
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
CIBC Private Wealth Group
451
CIBC Private Wealth Group
Georgia
$61.7K
SW
452
SVB Wealth
Massachusetts
$59.1K
Walleye Trading
453
Walleye Trading
New York
$55.3K
BAMF
454
BI Asset Management Fondsmaeglerselskab
Denmark
$54K
AF
455
Allworth Financial
California
$48.2K
MPWT
456
MassMutual Private Wealth & Trust
Connecticut
$48.1K
Group One Trading
457
Group One Trading
Illinois
$47.1K
S
458
SignatureFD
Georgia
$46.7K
Nomura Asset Management
459
Nomura Asset Management
Japan
$43.9K
QC
460
Quent Capital
New York
$42K
AssetMark Inc
461
AssetMark Inc
California
$40.3K
HNB
462
Huntington National Bank
Ohio
$40.3K
LC
463
Lindbrook Capital
California
$39.1K
SAM
464
Smartleaf Asset Management
Massachusetts
$36.7K
PSB
465
Piscataqua Savings Bank
New Hampshire
$35.9K
AAP
466
Arax Advisory Partners
Colorado
$34.6K
W
467
WealthCollab
Washington
$33.6K
RMP
468
Richards, Merrill & Peterson
Washington
$33.4K
KFI
469
Key Financial Inc
Pennsylvania
$30.4K
GWM
470
Geneos Wealth Management
Colorado
$29.6K
CIAM
471
Caitong International Asset Management
Hong Kong
$28.8K
LI
472
LRI Investments
Florida
$25.8K
PS
473
Principal Securities
Iowa
$25.2K
NS
474
NBC Securities
Alabama
$25K
BIA
475
Bell Investment Advisors
California
$22.6K