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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 %
BL
501
BFSG LLC
California
$6.39K
VWWMG
502
Vermillion & White Wealth Management Group
Pennsylvania
$6.39K +$6.39K +32 New
QL
503
Quarry LP
New York
$5.99K -$27.4K -137 -82%
JWA
504
JFS Wealth Advisors
Pennsylvania
$5.79K
WA
505
WPG Advisers
Maryland
$5.59K -$1.2K -6 -18%
FMII
506
Farmers & Merchants Investments Inc
Nebraska
$5.19K +$2K +10 +63%
ACA
507
Atlas Capital Advisors
Wyoming
$4.99K +$2.6K +13 +108%
T
508
Tidemark
California
$4.99K +$4.99K +25 New
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 -$26.6K -133 -87%
AS
513
Altshuler Shaham
Israel
$3.4K +$599 +3 +21%
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 +$2K +10 New
PWA
519
Physician Wealth Advisors
Utah
$1.8K +$1.8K +9 New
HFS
520
Hughes Financial Services
Virginia
$1.6K +$1.6K +8 New
SIC
521
SJS Investment Consulting
Ohio
$1.6K -$200 -1 -11%
Q1WB
522
Quest 10 Wealth Builders
Virginia
$1.6K
CAWM
523
Capital A Wealth Management
Pennsylvania
$1.6K +$1.2K +6 +300%
CFD
524
Creative Financial Designs
Indiana
$1.6K +$1.6K +8 New
DPW
525
DiNuzzo Private Wealth
Pennsylvania
$1.4K -$200 -1 -13%