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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
MFT
526
Moisand Fitzgerald Tamayo
Florida
$3.78K
BAM
527
Bellevue Asset Management
Washington
$3.78K
ACA
528
Atlas Capital Advisors
Wyoming
$3.24K
CT
529
Clearstead Trust
Maine
$2.97K
M
530
MOTCO
Texas
$2.71K
RWM
531
Rialto Wealth Management
New York
$2.7K
WA
532
WPG Advisers
Maryland
$2.7K
SIS
533
Sound Income Strategies
Florida
$2.7K
HWM
534
HighMark Wealth Management
Minnesota
$2.7K
BWL
535
Bogart Wealth LLC
Virginia
$2.43K
Q1WB
536
Quest 10 Wealth Builders
Virginia
$2.16K
CFD
537
Creative Financial Designs
Indiana
$2.16K
HFS
538
Hughes Financial Services
Virginia
$2.1K
BGAI
539
Bruce G. Allen Investments
Colorado
$1.89K
PWA
540
Principia Wealth Advisory
Texas
$1.89K
RIL
541
Rothschild Investment LLC
Illinois
$1.89K
DPW
542
DiNuzzo Private Wealth
Pennsylvania
$1.62K
SC
543
SouthState Corp
Florida
$1.62K
SIC
544
SJS Investment Consulting
Ohio
$1.35K
CH
545
Cromwell Holdings
Wyoming
$1.35K
CAM
546
Creekmur Asset Management
Illinois
$1.09K
PWM
547
Proathlete Wealth Management
Florida
$1.08K
TIM
548
Tortoise Investment Management
New York
$1.08K
CAL
549
Capital Advisors Ltd
Ohio
$1K
CA
550
Crewe Advisors
Utah
$811