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Evercore

563 hedge funds and large institutions have $9.66B invested in Evercore in 2025 Q2 according to their latest regulatory filings, with 116 funds opening new positions, 196 increasing their positions, 189 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: 86.9%92.54% (+5.6%)

3% more funds holding

Funds holding: 548563 (+15)

4% more repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 189

Holders
563
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
ACA
526
Atlas Capital Advisors
Wyoming
$3.24K
CT
527
Clearstead Trust
Maine
$2.97K
M
528
MOTCO
Texas
$2.71K
RWM
529
Rialto Wealth Management
New York
$2.7K
WA
530
WPG Advisers
Maryland
$2.7K
HWM
531
HighMark Wealth Management
Minnesota
$2.7K
SIS
532
Sound Income Strategies
Florida
$2.7K
BWL
533
Bogart Wealth LLC
Virginia
$2.43K
Q1WB
534
Quest 10 Wealth Builders
Virginia
$2.16K
CFD
535
Creative Financial Designs
Indiana
$2.16K
HFS
536
Hughes Financial Services
Virginia
$2.1K
BGAI
537
Bruce G. Allen Investments
Colorado
$1.89K
PWA
538
Principia Wealth Advisory
Texas
$1.89K
RIL
539
Rothschild Investment LLC
Illinois
$1.89K
DPW
540
DiNuzzo Private Wealth
Pennsylvania
$1.62K
SC
541
SouthState Corp
Florida
$1.62K
SIC
542
SJS Investment Consulting
Ohio
$1.35K
CH
543
Cromwell Holdings
Wyoming
$1.35K
CAM
544
Creekmur Asset Management
Illinois
$1.09K
TIM
545
Tortoise Investment Management
New York
$1.08K
PWM
546
Proathlete Wealth Management
Florida
$1.08K
CAL
547
Capital Advisors Ltd
Ohio
$1K
CA
548
Crewe Advisors
Utah
$811
SC
549
Stephens Consulting
Michigan
$811
FNWA
550
Financial Network Wealth Advisors
Utah
$810