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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 %
HFS
476
Hantz Financial Services
Michigan
$34K +$33.5K +124 +6,200%
AA
477
Addison Advisors
Vermont
$33.5K +$18.4K +68 +121%
GRP
478
Global Retirement Partners
California
$33.2K +$33.2K +123 New
BIA
479
Bell Investment Advisors
California
$32.4K +$1.89K +7 +6%
OCM
480
Osterweis Capital Management
California
$32.4K +$32.4K +120 New
C
481
Covestor
United Kingdom
$32K +$18.2K +67 +131%
Optiver Holding
482
Optiver Holding
Netherlands
$31.1K +$810 +3 +3%
NS
483
NBC Securities
Alabama
$31K -$3.15K -12 -9%
T
484
Tidemark
California
$30.5K +$23.8K +88 +352%
SAM
485
Smartleaf Asset Management
Massachusetts
$30.1K -$19.4K -72 -39%
PS
486
Principal Securities
Iowa
$30K +$5.4K +20 +22%
GM
487
GeoWealth Management
Illinois
$28.1K -$95.4K -353 -77%
OWA
488
Opal Wealth Advisors
New York
$26.7K +$26.7K +99 New
TWD
489
True Wealth Design
Ohio
$24.8K +$19.4K +72 +360%
HC
490
Hurley Capital
New York
$23.3K – – –
RA
491
Rise Advisors
New York
$22.8K – – –
SIC
492
Salem Investment Counselors
North Carolina
$20.3K – – –
Mitsubishi UFJ Asset Management
493
Mitsubishi UFJ Asset Management
Japan
$18.6K – – –
TPWA
494
Twin Peaks Wealth Advisors
California
$18.5K +$18.5K +60 New
HAP
495
Harbor Asset Planning
Massachusetts
$18.1K +$18.1K +67 New
CFO
496
CVA Family Office
Colorado
$16.7K – – –
FFO
497
Fortitude Family Office
Arizona
$16.5K +$16.5K +61 New
NA
498
NewEdge Advisors
Louisiana
$16.3K -$78.9K -290 -83%
TCM
499
Tradewinds Capital Management
Washington
$14.9K – – –
MCM
500
Manchester Capital Management
Vermont
$13.5K -$486K -1,801 -97%
18 19
20
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