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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 %
WCM
551
WealthTrak Capital Management
Virginia
$541 -$1.35K -5 -71%
LFG
552
Larson Financial Group
Missouri
$540 -$2.16K -8 -80%
FMP
553
Financial Management Professionals
Texas
$540 – – –
BHWM
554
Bay Harbor Wealth Management
Maryland
$540 +$270 +1 +100%
WOC
555
West Oak Capital
California
$473 – – –
AWM
556
Atticus Wealth Management
Florida
$271 +$271 +1 New
PWM
557
Parkworth Wealth Management
California
$270 – – –
PTC
558
Private Trust Company
Ohio
$270 – – –
Kayne Anderson Rudnick Investment Management
559
Kayne Anderson Rudnick Investment Management
California
$270 +$270 +1 New
Renaissance Technologies
560
Renaissance Technologies
New York
– -$42.4M -212,400 Closed
Point72 Asset Management
561
Point72 Asset Management
Connecticut
– -$37.3M -186,735 Closed
Jacobs Levy Equity Management
562
Jacobs Levy Equity Management
New Jersey
– -$27.8M -139,060 Closed
CSS
563
Cubist Systematic Strategies
Connecticut
– -$26.5M -132,839 Closed
DCM
564
Driehaus Capital Management
Illinois
– -$25.4M -127,278 Closed
Adage Capital Partners
565
Adage Capital Partners
Massachusetts
– -$23.6M -118,000 Closed
Amundi
566
Amundi
France
– -$17.6M -98,857 Closed
Voloridge Investment Management
567
Voloridge Investment Management
Florida
– -$19M -95,210 Closed
TC
568
TwinBeech Capital
New York
– -$18.7M -93,431 Closed
Citadel Advisors
569
Citadel Advisors
Florida
– -$18.6M -92,953 Closed
EGM
570
Engineers Gate Manager
New York
– -$17.8M -88,929 Closed
MWM
571
Moran Wealth Management
Florida
– -$14.4M -72,033 Closed
TI
572
Trexquant Investment
Connecticut
– -$13.8M -68,889 Closed
Public Sector Pension Investment Board (PSP Investments)
573
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
– -$9.19M -46,000 Closed
BGIM
574
Brandywine Global Investment Management
Pennsylvania
– -$9.01M -45,136 Closed
JF
575
Jump Financial
Illinois
– -$8.97M -44,918 Closed
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