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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
PA
26
Paralel Advisors
Colorado
$59.9M
Bank of America
27
Bank of America
North Carolina
$59M
Northern Trust
28
Northern Trust
Illinois
$58.9M
SIMG
29
Stephens Investment Management Group
Texas
$57M
Primecap Management
30
Primecap Management
California
$50.4M
NL
31
Nuveen LLC
North Carolina
$45.6M
Renaissance Technologies
32
Renaissance Technologies
New York
$42.4M
BNP Paribas Asset Management
33
BNP Paribas Asset Management
France
$39.3M
Fidelity Investments
34
Fidelity Investments
Massachusetts
$39M
Macquarie Group
35
Macquarie Group
Australia
$38.7M
GACM
36
Global Alpha Capital Management
Quebec, Canada
$38.2M
Point72 Asset Management
37
Point72 Asset Management
Connecticut
$37.3M
Tudor Investment Corp
38
Tudor Investment Corp
Connecticut
$34.1M
Wellington Management Group
39
Wellington Management Group
Massachusetts
$33.9M
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$33.7M
BTW
41
Boston Trust Walden
Massachusetts
$32.8M
Manulife (Manufacturers Life Insurance)
42
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$31.1M
Raymond James Financial
43
Raymond James Financial
Florida
$30.3M
Franklin Resources
44
Franklin Resources
California
$30.2M
Principal Financial Group
45
Principal Financial Group
Iowa
$28.9M
Jacobs Levy Equity Management
46
Jacobs Levy Equity Management
New Jersey
$27.8M
EIP
47
Epoch Investment Partners
New York
$27.4M
CSS
48
Cubist Systematic Strategies
Connecticut
$26.5M
BSA
49
Braun Stacey Associates
New York
$25.6M
DCM
50
Driehaus Capital Management
Illinois
$25.4M