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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
PWMG
501
Private Wealth Management Group
New Jersey
$6.39K
VWWMG
502
Vermillion & White Wealth Management Group
Pennsylvania
$6.39K
QL
503
Quarry LP
New York
$5.99K
JWA
504
JFS Wealth Advisors
Pennsylvania
$5.79K
WA
505
WPG Advisers
Maryland
$5.59K
FMII
506
Farmers & Merchants Investments Inc
Nebraska
$5.19K
ACA
507
Atlas Capital Advisors
Wyoming
$4.99K
T
508
Tidemark
California
$4.99K
GWP
509
Gen-Wealth Partners
Michigan
$4.79K
AGWCA
510
Annis Gardner Whiting Capital Advisors
Florida
$4.39K
PWMG
511
Prestige Wealth Management Group
New Jersey
$4.2K
TWD
512
True Wealth Design
Ohio
$4K
AS
513
Altshuler Shaham
Israel
$3.4K
MFT
514
Moisand Fitzgerald Tamayo
Florida
$2.8K
BAM
515
Bellevue Asset Management
Washington
$2.8K
SIS
516
Sound Income Strategies
Florida
$2K
HWM
517
HighMark Wealth Management
Minnesota
$2K
LFG
518
Larson Financial Group
Missouri
$2K
PWA
519
Physician Wealth Advisors
Utah
$1.8K
HFS
520
Hughes Financial Services
Virginia
$1.6K
SIC
521
SJS Investment Consulting
Ohio
$1.6K
Q1WB
522
Quest 10 Wealth Builders
Virginia
$1.6K
CAWM
523
Capital A Wealth Management
Pennsylvania
$1.6K
CFD
524
Creative Financial Designs
Indiana
$1.6K
DPW
525
DiNuzzo Private Wealth
Pennsylvania
$1.4K