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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
CA
501
CoreCap Advisors
Michigan
$13.2K
HWM
502
Hemington Wealth Management
Virginia
$13K
GIA
503
GHP Investment Advisors
Colorado
$12.2K
HI
504
Harbour Investments
Wisconsin
$11.1K
BCWM
505
Bartlett & Co Wealth Management
Ohio
$10.8K
GWM
506
Geneos Wealth Management
Colorado
$10.3K
NC
507
NewSquare Capital
Pennsylvania
$10.3K
WA
508
Whipplewood Advisors
Colorado
$10.3K
CAWM
509
Capital A Wealth Management
Pennsylvania
$10.1K
BL
510
BFSG LLC
California
$8.64K
VWWMG
511
Vermillion & White Wealth Management Group
Pennsylvania
$8.64K
PWMG
512
Private Wealth Management Group
New Jersey
$8.64K
JWA
513
JFS Wealth Advisors
Pennsylvania
$7.83K
FMII
514
Farmers & Merchants Investments Inc
Nebraska
$7.83K
SA
515
Scarborough Advisors
Maryland
$7.02K
AAS
516
Ameritas Advisory Services
Nebraska
$6.76K
DRP
517
Decker Retirement Planning
Utah
$6.75K
AGWCA
518
Annis Gardner Whiting Capital Advisors
Florida
$5.94K
PWMG
519
Prestige Wealth Management Group
New Jersey
$5.67K
KIM
520
Kestra Investment Management
Texas
$5.67K
PWA
521
Physician Wealth Advisors
Utah
$4.86K
AWM
522
Activest Wealth Management
Florida
$4.59K
MFT
523
Moisand Fitzgerald Tamayo
Florida
$3.78K
BAM
524
Bellevue Asset Management
Washington
$3.78K
ACA
525
Atlas Capital Advisors
Wyoming
$3.24K