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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
NA
501
NewEdge Advisors
Louisiana
$16.3K
TCM
502
Tradewinds Capital Management
Washington
$14.9K
MCM
503
Manchester Capital Management
Vermont
$13.5K
CA
504
CoreCap Advisors
Michigan
$13.2K
HWM
505
Hemington Wealth Management
Virginia
$13K
GIA
506
GHP Investment Advisors
Colorado
$12.2K
HI
507
Harbour Investments
Wisconsin
$11.1K
BCWM
508
Bartlett & Co Wealth Management
Ohio
$10.8K
GWM
509
Geneos Wealth Management
Colorado
$10.3K
NC
510
NewSquare Capital
Pennsylvania
$10.3K
WA
511
Whipplewood Advisors
Colorado
$10.3K
CAWM
512
Capital A Wealth Management
Pennsylvania
$10.1K
VWWMG
513
Vermillion & White Wealth Management Group
Pennsylvania
$8.64K
PWMG
514
Private Wealth Management Group
New Jersey
$8.64K
BL
515
BFSG LLC
California
$8.64K
JWA
516
JFS Wealth Advisors
Pennsylvania
$7.83K
FMII
517
Farmers & Merchants Investments Inc
Nebraska
$7.83K
SA
518
Scarborough Advisors
Maryland
$7.02K
AAS
519
Ameritas Advisory Services
Nebraska
$6.76K
DRP
520
Decker Retirement Planning
Utah
$6.75K
AGWCA
521
Annis Gardner Whiting Capital Advisors
Florida
$5.94K
PWMG
522
Prestige Wealth Management Group
New Jersey
$5.67K
KIM
523
Kestra Investment Management
Texas
$5.67K
PWA
524
Physician Wealth Advisors
Utah
$4.86K
AWM
525
Activest Wealth Management
Florida
$4.59K