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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
AF
451
Allworth Financial
California
$121K
HNB
452
Huntington National Bank
Ohio
$110K
CIBC Private Wealth Group
453
CIBC Private Wealth Group
Georgia
$108K
UB
454
UMB Bank
Missouri
$107K
FHA
455
First Horizon Advisors
Tennessee
$76.1K
BAMF
456
BI Asset Management Fondsmaeglerselskab
Denmark
$73K
MCM
457
MAI Capital Management
Ohio
$68.9K
WBC
458
Westpac Banking Corp
Australia
$66.2K
MPWT
459
MassMutual Private Wealth & Trust
Connecticut
$65.6K
W
460
WealthCollab
Washington
$64.3K
CA
461
Clearstead Advisors
Ohio
$64K
QL
462
Quarry LP
New York
$62.4K
FFA
463
Farther Finance Advisors
California
$61.3K
CFB
464
Cullen/Frost Bankers
Texas
$61K
Nomura Asset Management
465
Nomura Asset Management
Japan
$59.4K
S
466
SignatureFD
Georgia
$58.1K
SPIA
467
Steward Partners Investment Advisory
New York
$56.6K
MYIA
468
Mount Yale Investment Advisors
Colorado
$55K
AAP
469
Arax Advisory Partners
Colorado
$51K
PSB
470
Piscataqua Savings Bank
New Hampshire
$48.6K
Bessemer Group
471
Bessemer Group
New Jersey
$48K
AssetMark Inc
472
AssetMark Inc
California
$44.8K
MPW
473
MASECO Private Wealth
$43K
KFI
474
Key Financial Inc
Pennsylvania
$41K
LI
475
LRI Investments
Florida
$34.9K