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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
$233M
2
Millennium Management
Millennium Management
New York
$337M
3
Capital International Investors
Capital International Investors
California
$162M
4
Invesco
Invesco
Georgia
$380M
5
William Blair Investment Management
William Blair Investment Management
Illinois
$107M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$22.1M
2
UBS Group
UBS Group
Switzerland
$50M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$4.38M
4
Two Sigma Investments
Two Sigma Investments
New York
$2.5M
5
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$103M
Name Holding Trade Value Shares
Change 		Shares
Change %
M
526
MOTCO
Texas
$2.71K +$2.71K +9 New
RWM
527
Rialto Wealth Management
New York
$2.7K +$1.08K +4 +67%
WA
528
WPG Advisers
Maryland
$2.7K -$4.86K -18 -64%
SIS
529
Sound Income Strategies
Florida
$2.7K – – –
HWM
530
HighMark Wealth Management
Minnesota
$2.7K – – –
BWL
531
Bogart Wealth LLC
Virginia
$2.43K +$810 +3 +50%
CFD
532
Creative Financial Designs
Indiana
$2.16K – – –
HFS
533
Hughes Financial Services
Virginia
$2.1K -$300 -1 -13%
BGAI
534
Bruce G. Allen Investments
Colorado
$1.89K +$270 +1 +17%
PWA
535
Principia Wealth Advisory
Texas
$1.89K +$1.35K +5 +250%
RIL
536
Rothschild Investment LLC
Illinois
$1.89K +$1.62K +6 +600%
DPW
537
DiNuzzo Private Wealth
Pennsylvania
$1.62K -$270 -1 -14%
SC
538
SouthState Corp
Florida
$1.62K +$270 +1 +20%
SIC
539
SJS Investment Consulting
Ohio
$1.35K -$811 -3 -38%
CH
540
Cromwell Holdings
Wyoming
$1.35K +$1.35K +5 New
CAM
541
Creekmur Asset Management
Illinois
$1.09K +$1.09K +4 New
PWM
542
Proathlete Wealth Management
Florida
$1.08K +$1.08K +4 New
TIM
543
Tortoise Investment Management
New York
$1.08K +$1.08K +4 New
CAL
544
Capital Advisors Ltd
Ohio
$1K +$1K +2 New
CA
545
Crewe Advisors
Utah
$811 – – –
SC
546
Stephens Consulting
Michigan
$811 +$811 +3 New
FNWA
547
Financial Network Wealth Advisors
Utah
$810 – – –
HIA
548
HFM Investment Advisors
New Jersey
$810 +$540 +2 +200%
AF
549
Advisornet Financial
Minnesota
$810 +$810 +3 New
RCM
550
Raleigh Capital Management
North Carolina
$542 +$542 +2 New
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