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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
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
Name Holding Trade Value Shares
Change
Shares
Change %
Optiver Holding
476
Optiver Holding
Netherlands
$22.4K +$22.4K +112 New
Bessemer Group
477
Bessemer Group
New Jersey
$20K -$6.87K -34 -26%
CA
478
CoreCap Advisors
Michigan
$19.6K +$10.4K +52 +113%
MCM
479
MAI Capital Management
Ohio
$19.2K -$3K -15 -14%
CIM
480
Contravisory Investment Management
Massachusetts
$18.6K
HC
481
Hurley Capital
New York
$17.1K -$153K -770 -90%
RA
482
Rise Advisors
New York
$16.8K -$6.6K -33 -28%
SPIA
483
Steward Partners Investment Advisory
New York
$16.5K -$1.93M -9,634 -99%
MA
484
MCF Advisors
Kentucky
$15K -$19K -95 -56%
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 +$1.4K +7 +13%
DWM
488
Darwin Wealth Management
Florida
$11.9K
AA
489
Addison Advisors
Vermont
$11.2K +$7.79K +39 +229%
TCM
490
Tradewinds Capital Management
Washington
$11K
NC
491
NewSquare Capital
Pennsylvania
$10.8K +$10.4K +52 +2,600%
GFPC
492
Global Financial Private Client
Florida
$10.2K +$799 +4 +9%
C
493
Covestor
United Kingdom
$10K
GIA
494
GHP Investment Advisors
Colorado
$8.99K
HWM
495
Hemington Wealth Management
Virginia
$8K +$364 +2 +5%
BCWM
496
Bartlett & Co Wealth Management
Ohio
$7.99K
WA
497
Whipplewood Advisors
Colorado
$7.59K -$50.1K -33 -87%
MG
498
Mather Group
Illinois
$6.79K
HI
499
Harbour Investments
Wisconsin
$6.59K
PWMG
500
Private Wealth Management Group
New Jersey
$6.39K