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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
SC
551
Stephens Consulting
Michigan
$811
FNWA
552
Financial Network Wealth Advisors
Utah
$810
HIA
553
HFM Investment Advisors
New Jersey
$810
AF
554
Advisornet Financial
Minnesota
$810
RCM
555
Raleigh Capital Management
North Carolina
$542
WCM
556
WealthTrak Capital Management
Virginia
$541
LFG
557
Larson Financial Group
Missouri
$540
FMP
558
Financial Management Professionals
Texas
$540
BHWM
559
Bay Harbor Wealth Management
Maryland
$540
WOC
560
West Oak Capital
California
$473
AWM
561
Atticus Wealth Management
Florida
$271
PWM
562
Parkworth Wealth Management
California
$270
PTC
563
Private Trust Company
Ohio
$270
Kayne Anderson Rudnick Investment Management
564
Kayne Anderson Rudnick Investment Management
California
$270
Renaissance Technologies
565
Renaissance Technologies
New York
Point72 Asset Management
566
Point72 Asset Management
Connecticut
Jacobs Levy Equity Management
567
Jacobs Levy Equity Management
New Jersey
CSS
568
Cubist Systematic Strategies
Connecticut
DCM
569
Driehaus Capital Management
Illinois
Adage Capital Partners
570
Adage Capital Partners
Massachusetts
Amundi
571
Amundi
France
Voloridge Investment Management
572
Voloridge Investment Management
Florida
TC
573
TwinBeech Capital
New York
Citadel Advisors
574
Citadel Advisors
Florida
EGM
575
Engineers Gate Manager
New York