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Evercore
EVR

Overview Fund Activity

560 hedge funds and large institutions have $9.65B invested in Evercore in 2025 Q2 according to their latest regulatory filings, with 116 funds opening new positions, 195 increasing their positions, 188 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
560
Holders Change
+12
Holders Change %
+2.19%
% of All Funds
7.51%
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
195
Reduced
188
Closed
98
Calls
$82.8M
Puts
$47.5M
Net Calls
+$35.2M
Net Calls Change
+$31.6M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$180M
2
Millennium Management
Millennium Management
New York
+$172M
3
Capital International Investors
Capital International Investors
California
+$162M
4
Invesco
Invesco
Georgia
+$146M
5
William Blair Investment Management
William Blair Investment Management
Illinois
+$107M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$164M
2
UBS Group
UBS Group
Switzerland
-$161M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$132M
4
Two Sigma Investments
Two Sigma Investments
New York
-$103M
5
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$82.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northern Trust
26
Northern Trust
Illinois
$85.8M +$6.08M +22,526 +8%
PA
27
Paralel Advisors
Colorado
$81M – – –
SIMG
28
Stephens Investment Management Group
Texas
$80.6M +$3.57M +13,223 +5%
Bank of America
29
Bank of America
North Carolina
$75.2M -$4.52M -16,756 -6%
Goldman Sachs
30
Goldman Sachs
New York
$67.8M -$16.2M -59,982 -19%
BCPEMI
31
Bain Capital Public Equity Management II
Massachusetts
$66.8M +$66.8M +247,444 New
Primecap Management
32
Primecap Management
California
$62.3M -$5.78M -21,410 -8%
Macquarie Group
33
Macquarie Group
Australia
$56.8M +$4.47M +16,551 +9%
Manulife (Manufacturers Life Insurance)
34
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$56.6M +$14.6M +54,152 +35%
Victory Capital Management
35
Victory Capital Management
Texas
$55M +$26.3M +97,221 +91%
BTW
36
Boston Trust Walden
Massachusetts
$54.9M +$10.6M +39,263 +24%
Schroder Investment Management Group
37
Schroder Investment Management Group
United Kingdom
$54.1M +$32.1M +119,473 +146%
Balyasny Asset Management
38
Balyasny Asset Management
Illinois
$52.9M +$52.9M +195,785 New
Raymond James Financial
39
Raymond James Financial
Florida
$52.7M +$11.7M +43,476 +29%
JCM
40
Junto Capital Management
New York
$52.5M +$52.5M +194,482 New
UBS Group
41
UBS Group
Switzerland
$50M -$161M -596,864 -76%
ProShare Advisors
42
ProShare Advisors
Maryland
$47.6M +$18.5M +68,566 +64%
Holocene Advisors
43
Holocene Advisors
New York
$46.8M +$31.5M +116,726 +206%
MC
44
Maverick Capital
Texas
$45.8M +$45.8M +169,745 New
GACM
45
Global Alpha Capital Management
Quebec, Canada
$44.1M -$7.57M -28,050 -15%
RA
46
Royce & Associates
New York
$39.4M +$30.2M +111,885 +327%
Franklin Resources
47
Franklin Resources
California
$39.1M -$1.76M -6,531 -4%
Principal Financial Group
48
Principal Financial Group
Iowa
$38.6M -$415K -1,537 -1%
UBS AM
49
UBS AM
Illinois
$38.5M +$10M +37,133 +35%
CRM
50
Cramer Rosenthal McGlynn
Connecticut
$35.9M +$10.8M +40,083 +43%
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