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Evercore

562 hedge funds and large institutions have $9.66B invested in Evercore in 2025 Q2 according to their latest regulatory filings, with 115 funds opening new positions, 196 increasing their positions, 189 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more first-time investments, than exits

New positions opened: | Existing positions closed:

5.64% more ownership

Funds ownership: 86.9%92.53% (+5.6%)

3% more funds holding

Funds holding: 548562 (+14)

4% more repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 189

Holders
562
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$82.8M
Puts
$47.5M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HFS
476
Hantz Financial Services
Michigan
$34K
AA
477
Addison Advisors
Vermont
$33.5K
GRP
478
Global Retirement Partners
California
$33.2K
BIA
479
Bell Investment Advisors
California
$32.4K
OCM
480
Osterweis Capital Management
California
$32.4K
C
481
Covestor
United Kingdom
$32K
Optiver Holding
482
Optiver Holding
Netherlands
$31.1K
NS
483
NBC Securities
Alabama
$31K
T
484
Tidemark
California
$30.5K
SAM
485
Smartleaf Asset Management
Massachusetts
$30.1K
PS
486
Principal Securities
Iowa
$30K
GM
487
GeoWealth Management
Illinois
$28.1K
OWA
488
Opal Wealth Advisors
New York
$26.7K
TWD
489
True Wealth Design
Ohio
$24.8K
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
HAP
495
Harbor Asset Planning
Massachusetts
$18.1K
CFO
496
CVA Family Office
Colorado
$16.7K
FFO
497
Fortitude Family Office
Arizona
$16.5K
NA
498
NewEdge Advisors
Louisiana
$16.3K
TCM
499
Tradewinds Capital Management
Washington
$14.9K
MCM
500
Manchester Capital Management
Vermont
$13.5K