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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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more call options, than puts

Call options by funds: $ | Put options by funds: $

less ownership

Funds ownership:

less funds holding

Funds holding:

25% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 103

26% less capital invested

Capital invested by funds: $9.23B → $6.78B (-$2.44B)

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
548
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$41.5M
Puts
$37.9M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WCM
526
WealthTrak Capital Management
Virginia
$1.4K
RWM
527
Rialto Wealth Management
New York
$1.2K
BWL
528
Bogart Wealth LLC
Virginia
$1.2K
BGAI
529
Bruce G. Allen Investments
Colorado
$1.2K
SC
530
SouthState Corp
Florida
$999
S
531
Sachetta
Massachusetts
$799
CA
532
Crewe Advisors
Utah
$600
ACA
533
American Capital Advisory
Idaho
$600
FNWA
534
Financial Network Wealth Advisors
Utah
$599
HWA
535
HHM Wealth Advisors
Tennessee
$400
FMP
536
Financial Management Professionals
Texas
$399
PWA
537
Principia Wealth Advisory
Texas
$379
WOC
538
West Oak Capital
California
$350
PTC
539
Private Trust Company
Ohio
$200
RIL
540
Rothschild Investment LLC
Illinois
$200
PA
541
PSI Advisors
Florida
$200
TFM
542
TFC Financial Management
Massachusetts
$200
PWM
543
Parkworth Wealth Management
California
$200
MCM
544
MV Capital Management
Maryland
$200
HIA
545
HFM Investment Advisors
New Jersey
$200
SSG
546
Summit Securities Group
New York
$200
BHWM
547
Bay Harbor Wealth Management
Maryland
$199
Norges Bank
548
Norges Bank
Norway
AIM
549
Artemis Investment Management
United Kingdom
BBCM
550
Broad Bay Capital Management
New York