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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 %
WCM
526
WealthTrak Capital Management
Virginia
$1.4K +$1.2K +6 +600%
RWM
527
Rialto Wealth Management
New York
$1.2K +$1.2K +6 New
BWL
528
Bogart Wealth LLC
Virginia
$1.2K -$1.2K -6 -50%
BGAI
529
Bruce G. Allen Investments
Colorado
$1.2K +$599 +3 +100%
SC
530
SouthState Corp
Florida
$999 +$999 +5 New
S
531
Sachetta
Massachusetts
$799
CA
532
Crewe Advisors
Utah
$600 +$200 +1 +50%
ACA
533
American Capital Advisory
Idaho
$600 +$600 +3 New
FNWA
534
Financial Network Wealth Advisors
Utah
$599 +$599 +3 New
HWA
535
HHM Wealth Advisors
Tennessee
$400
FMP
536
Financial Management Professionals
Texas
$399
PWA
537
Principia Wealth Advisory
Texas
$379 +$379 +2 New
WOC
538
West Oak Capital
California
$350
PTC
539
Private Trust Company
Ohio
$200 -$132K -659 -100%
RIL
540
Rothschild Investment LLC
Illinois
$200 -$200 -1 -50%
TFM
541
TFC Financial Management
Massachusetts
$200
PWM
542
Parkworth Wealth Management
California
$200
PA
543
PSI Advisors
Florida
$200
MCM
544
MV Capital Management
Maryland
$200 +$200 +1 New
HIA
545
HFM Investment Advisors
New Jersey
$200 +$200 +1 New
SSG
546
Summit Securities Group
New York
$200 +$200 +1 New
BHWM
547
Bay Harbor Wealth Management
Maryland
$199 +$199 +1 New
Norges Bank
548
Norges Bank
Norway
-$133M -480,743 Closed
AIM
549
Artemis Investment Management
United Kingdom
-$32.2M -116,229 Closed
BBCM
550
Broad Bay Capital Management
New York
-$23.8M -86,000 Closed