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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
Optiver Holding
476
Optiver Holding
Netherlands
$22.4K
Bessemer Group
477
Bessemer Group
New Jersey
$20K
CA
478
CoreCap Advisors
Michigan
$19.6K
MCM
479
MAI Capital Management
Ohio
$19.2K
CIM
480
Contravisory Investment Management
Massachusetts
$18.6K
HC
481
Hurley Capital
New York
$17.1K
RA
482
Rise Advisors
New York
$16.8K
SPIA
483
Steward Partners Investment Advisory
New York
$16.5K
MA
484
MCF Advisors
Kentucky
$15K
SIC
485
Salem Investment Counselors
North Carolina
$15K
Mitsubishi UFJ Asset Management
486
Mitsubishi UFJ Asset Management
Japan
$13.8K
CFO
487
CVA Family Office
Colorado
$12.4K
DWM
488
Darwin Wealth Management
Florida
$11.9K
AA
489
Addison Advisors
Vermont
$11.2K
TCM
490
Tradewinds Capital Management
Washington
$11K
NC
491
NewSquare Capital
Pennsylvania
$10.8K
GFPC
492
Global Financial Private Client
Florida
$10.2K
C
493
Covestor
United Kingdom
$10K
GIA
494
GHP Investment Advisors
Colorado
$8.99K
HWM
495
Hemington Wealth Management
Virginia
$8K
BCWM
496
Bartlett & Co Wealth Management
Ohio
$7.99K
WA
497
Whipplewood Advisors
Colorado
$7.59K
MG
498
Mather Group
Illinois
$6.79K
HI
499
Harbour Investments
Wisconsin
$6.59K
BL
500
BFSG LLC
California
$6.39K