EVR icon

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 %
CA
501
CoreCap Advisors
Michigan
$13.2K -$13.2K -49 -50%
HWM
502
Hemington Wealth Management
Virginia
$13K +$1.78K +7 +16%
GIA
503
GHP Investment Advisors
Colorado
$12.2K – – –
HI
504
Harbour Investments
Wisconsin
$11.1K +$2.16K +8 +24%
BCWM
505
Bartlett & Co Wealth Management
Ohio
$10.8K – – –
GWM
506
Geneos Wealth Management
Colorado
$10.3K -$29.7K -110 -74%
NC
507
NewSquare Capital
Pennsylvania
$10.3K -$4.32K -16 -30%
WA
508
Whipplewood Advisors
Colorado
$10.3K +$8.91K +33 +660%
PWMG
509
Private Wealth Management Group
New Jersey
$8.64K – – –
BL
510
BFSG LLC
California
$8.64K – – –
VWWMG
511
Vermillion & White Wealth Management Group
Pennsylvania
$8.64K – – –
JWA
512
JFS Wealth Advisors
Pennsylvania
$7.83K – – –
FMII
513
Farmers & Merchants Investments Inc
Nebraska
$7.83K +$810 +3 +12%
SA
514
Scarborough Advisors
Maryland
$7.02K +$7.02K +26 New
AAS
515
Ameritas Advisory Services
Nebraska
$6.77K +$6.77K +25 New
DRP
516
Decker Retirement Planning
Utah
$6.75K +$6.75K +25 New
AGWCA
517
Annis Gardner Whiting Capital Advisors
Florida
$5.94K – – –
PWMG
518
Prestige Wealth Management Group
New Jersey
$5.67K – – –
KIM
519
Kestra Investment Management
Texas
$5.67K +$5.67K +21 New
PWA
520
Physician Wealth Advisors
Utah
$4.86K +$2.43K +9 +100%
AWM
521
Activest Wealth Management
Florida
$4.59K +$4.59K +17 New
MFT
522
Moisand Fitzgerald Tamayo
Florida
$3.78K – – –
BAM
523
Bellevue Asset Management
Washington
$3.78K – – –
ACA
524
Atlas Capital Advisors
Wyoming
$3.24K -$3.51K -13 -52%
CT
525
Clearstead Trust
Maine
$2.97K +$2.97K +11 New
19 20
21
22 23