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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
HIA
551
HFM Investment Advisors
New Jersey
$810
AF
552
Advisornet Financial
Minnesota
$810
RCM
553
Raleigh Capital Management
North Carolina
$542
WCM
554
WealthTrak Capital Management
Virginia
$541
LFG
555
Larson Financial Group
Missouri
$540
FMP
556
Financial Management Professionals
Texas
$540
BHWM
557
Bay Harbor Wealth Management
Maryland
$540
WOC
558
West Oak Capital
California
$473
AWM
559
Atticus Wealth Management
Florida
$271
PWM
560
Parkworth Wealth Management
California
$270
PTC
561
Private Trust Company
Ohio
$270
Kayne Anderson Rudnick Investment Management
562
Kayne Anderson Rudnick Investment Management
California
$270
Renaissance Technologies
563
Renaissance Technologies
New York
Point72 Asset Management
564
Point72 Asset Management
Connecticut
Jacobs Levy Equity Management
565
Jacobs Levy Equity Management
New Jersey
CSS
566
Cubist Systematic Strategies
Connecticut
DCM
567
Driehaus Capital Management
Illinois
Adage Capital Partners
568
Adage Capital Partners
Massachusetts
Amundi
569
Amundi
France
Voloridge Investment Management
570
Voloridge Investment Management
Florida
TC
571
TwinBeech Capital
New York
Citadel Advisors
572
Citadel Advisors
Florida
EGM
573
Engineers Gate Manager
New York
MWM
574
Moran Wealth Management
Florida
TI
575
Trexquant Investment
Connecticut