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Evercore
EVR

Overview Fund Activity

557 hedge funds and large institutions have $9.59B invested in Evercore in 2025 Q2 according to their latest regulatory filings, with 116 funds opening new positions, 192 increasing their positions, 188 reducing their positions, and 98 closing their positions.

Holders
557
Holders Change
+9
Holders Change %
+1.64%
% of All Funds
7.48%
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
192
Reduced
188
Closed
98
Calls
$68.8M
Puts
$41M
Net Calls
+$27.8M
Net Calls Change
+$24.2M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$233M
2
Millennium Management
2
Millennium Management
New York
$337M
3
Capital International Investors
3
Capital International Investors
California
$162M
4
Norges Bank
4
Norges Bank
Norway
$157M
5
Invesco
5
Invesco
Georgia
$380M

Top Sellers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$22.1M
2
UBS Group
2
UBS Group
Switzerland
$50M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$4.38M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$2.5M
5
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$103M
Name Market Value Shares Shares
Change 		Shares
Change %
Northern Trust
26
Northern Trust
Illinois
$85.8M 317,619 +22,526 +8%
PA
27
Paralel Advisors
Colorado
$81M 300,000 – –
SIMG
28
Stephens Investment Management Group
Texas
$80.6M 298,480 +13,223 +5%
Bank of America
29
Bank of America
North Carolina
$75.2M 278,622 -16,756 -6%
Goldman Sachs
30
Goldman Sachs
New York
$67.8M 251,050 -59,982 -19%
BCPEMI
31
Bain Capital Public Equity Management II
Massachusetts
$66.8M 247,444 +247,444 New
Primecap Management
32
Primecap Management
California
$62.3M 230,720 -21,410 -8%
Macquarie Group
33
Macquarie Group
Australia
$56.8M 210,304 +16,551 +9%
Manulife (Manufacturers Life Insurance)
34
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$56.6M 209,622 +54,152 +35%
Victory Capital Management
35
Victory Capital Management
Texas
$55M 203,731 +97,221 +91%
BTW
36
Boston Trust Walden
Massachusetts
$54.9M 203,292 +39,263 +24%
Balyasny Asset Management
37
Balyasny Asset Management
Illinois
$52.9M 195,785 +195,785 New
Raymond James Financial
38
Raymond James Financial
Florida
$52.7M 195,277 +43,476 +29%
JCM
39
Junto Capital Management
New York
$52.5M 194,482 +194,482 New
UBS Group
40
UBS Group
Switzerland
$50M 185,322 -596,864 -76%
ProShare Advisors
41
ProShare Advisors
Maryland
$47.6M 176,211 +68,566 +64%
Holocene Advisors
42
Holocene Advisors
New York
$46.8M 173,271 +116,726 +206%
MC
43
Maverick Capital
Texas
$45.8M 169,745 +169,745 New
GACM
44
Global Alpha Capital Management
Quebec, Canada
$44.1M 163,335 -28,050 -15%
RA
45
Royce & Associates
New York
$39.4M 146,085 +111,885 +327%
Franklin Resources
46
Franklin Resources
California
$39.1M 144,728 -6,531 -4%
Principal Financial Group
47
Principal Financial Group
Iowa
$38.6M 143,012 -1,537 -1%
UBS AM
48
UBS AM
Illinois
$38.5M 142,531 +37,133 +35%
CRM
49
Cramer Rosenthal McGlynn
Connecticut
$35.9M 132,847 +40,083 +43%
CVA
50
Ceredex Value Advisors
Florida
$35.2M 130,250 +88,950 +215%
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