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Evercore

565 hedge funds and large institutions have $9.66B invested in Evercore in 2025 Q2 according to their latest regulatory filings, with 117 funds opening new positions, 196 increasing their positions, 190 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: 86.91%92.55% (+5.6%)

3% more funds holding

Funds holding: 549565 (+16)

3% more repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 190

Holders
565
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
KFI
476
Key Financial Inc
Pennsylvania
$41K
LI
477
LRI Investments
Florida
$34.9K
HFS
478
Hantz Financial Services
Michigan
$34K
AA
479
Addison Advisors
Vermont
$33.5K
GRP
480
Global Retirement Partners
California
$33.2K
BIA
481
Bell Investment Advisors
California
$32.4K
OCM
482
Osterweis Capital Management
California
$32.4K
C
483
Covestor
United Kingdom
$32K
Optiver Holding
484
Optiver Holding
Netherlands
$31.1K
NS
485
NBC Securities
Alabama
$31K
T
486
Tidemark
California
$30.5K
SAM
487
Smartleaf Asset Management
Massachusetts
$30.1K
PS
488
Principal Securities
Iowa
$30K
GM
489
GeoWealth Management
Illinois
$28.1K
DB
490
Danske Bank
Denmark
$27K
OWA
491
Opal Wealth Advisors
New York
$26.7K
TWD
492
True Wealth Design
Ohio
$24.8K
HC
493
Hurley Capital
New York
$23.3K
RA
494
Rise Advisors
New York
$22.8K
SIC
495
Salem Investment Counselors
North Carolina
$20.3K
Mitsubishi UFJ Asset Management
496
Mitsubishi UFJ Asset Management
Japan
$18.6K
TPWA
497
Twin Peaks Wealth Advisors
California
$18.5K
HAP
498
Harbor Asset Planning
Massachusetts
$18.1K
CFO
499
CVA Family Office
Colorado
$16.7K
FFO
500
Fortitude Family Office
Arizona
$16.5K