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Evercore
EVR

Overview Fund Activity

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
Holders
548
Holders Change
-34
Holders Change %
-5.84%
% of All Funds
7.44%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
77
Increased
225
Reduced
181
Closed
103
Calls
$41.5M
Puts
$37.9M
Net Calls
+$3.66M
Net Calls Change
-$233K

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$120M
2
Millennium Management
Millennium Management
New York
+$109M
3
EC
Eminence Capital
New York
+$107M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$69.7M
5
AQR Capital Management
AQR Capital Management
Connecticut
+$54.2M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$168M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$137M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$126M
4
Invesco
Invesco
Georgia
-$111M
5
TD Asset Management
TD Asset Management
Ontario, Canada
-$74.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
26
Paralel Advisors
Colorado
$59.9M – – –
Bank of America
27
Bank of America
North Carolina
$59M +$21.3M +106,657 +57%
Northern Trust
28
Northern Trust
Illinois
$58.9M -$1.28M -6,421 -2%
SIMG
29
Stephens Investment Management Group
Texas
$57M +$16.5M +82,615 +41%
Primecap Management
30
Primecap Management
California
$50.4M -$10.1M -50,540 -17%
NL
31
Nuveen LLC
North Carolina
$45.6M +$45.6M +228,331 New
Renaissance Technologies
32
Renaissance Technologies
New York
$42.4M +$38.8M +194,200 +1,067%
BNP Paribas Asset Management
33
BNP Paribas Asset Management
France
$39.3M +$2.08M +10,407 +6%
Fidelity Investments
34
Fidelity Investments
Massachusetts
$39M -$168M -839,061 -81%
Macquarie Group
35
Macquarie Group
Australia
$38.7M -$3.25M -16,297 -8%
GACM
36
Global Alpha Capital Management
Quebec, Canada
$38.2M +$8.27M +41,415 +28%
Point72 Asset Management
37
Point72 Asset Management
Connecticut
$37.3M +$37.3M +186,735 New
Tudor Investment Corp
38
Tudor Investment Corp
Connecticut
$34.1M +$16.9M +84,482 +98%
Wellington Management Group
39
Wellington Management Group
Massachusetts
$33.9M -$137M -685,940 -80%
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$33.7M +$32.6M +163,160 +2,975%
BTW
41
Boston Trust Walden
Massachusetts
$32.8M -$6.99M -35,008 -18%
Manulife (Manufacturers Life Insurance)
42
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$31.1M +$25.1M +125,822 +424%
Raymond James Financial
43
Raymond James Financial
Florida
$30.3M -$10.7M -53,397 -26%
Franklin Resources
44
Franklin Resources
California
$30.2M -$12.7M -63,658 -30%
Principal Financial Group
45
Principal Financial Group
Iowa
$28.9M -$5.17M -25,879 -15%
Jacobs Levy Equity Management
46
Jacobs Levy Equity Management
New Jersey
$27.8M -$26.4M -132,427 -49%
EIP
47
Epoch Investment Partners
New York
$27.4M +$15.3M +76,408 +126%
CSS
48
Cubist Systematic Strategies
Connecticut
$26.5M +$26.5M +132,839 New
BSA
49
Braun Stacey Associates
New York
$25.6M -$920K -4,604 -3%
DCM
50
Driehaus Capital Management
Illinois
$25.4M -$25.1M -125,454 -50%
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