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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 %
ECM
576
Eisler Capital Management
United Kingdom
– -$7.87M -39,413 Closed
CF
577
Corebridge Financial
Texas
– -$7.81M -39,106 Closed
PHK
578
Point72 Hong Kong
Hong Kong
– -$6.78M -33,964 Closed
SBH
579
Segall Bryant & Hamill
Illinois
– -$5.79M -28,966 Closed
MCM
580
Mitchell Capital Management
Kansas
– -$4.51M -22,572 Closed
LAM
581
LECAP Asset Management
United Kingdom
– -$3.95M -19,793 Closed
HF
582
HRT Financial
New York
– -$3.8M -19,023 Closed
CCIA
583
Campbell & Co Investment Adviser
Maryland
– -$3.68M -18,435 Closed
Lazard Asset Management
584
Lazard Asset Management
New York
– -$3.64M -18,219 Closed
D.E. Shaw & Co
585
D.E. Shaw & Co
New York
– -$3.41M -17,075 Closed
QT
586
Quantbot Technologies
New York
– -$3.35M -16,791 Closed
AIMCA
587
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$2.78M -13,943 Closed
AU
588
Algebris (UK)
United Kingdom
– -$2.44M -13,191 Closed
CC
589
Centiva Capital
New York
– -$2.33M -11,642 Closed
QC
590
Quadrature Capital
United Kingdom
– -$2.06M -10,309 Closed
USCWA
591
U.S. Capital Wealth Advisors
Texas
– -$2.03M -10,140 Closed
YIH
592
Y-Intercept (HK)
Hong Kong
– -$1.91M -9,563 Closed
Wolverine Trading
593
Wolverine Trading
Illinois
– -$1.81M -9,092 Closed
ACM
594
Aster Capital Management
United Arab Emirates
– -$2.13M -8,816 Closed
IUHSA
595
Itau Unibanco Holding S.A.
Brazil
– -$1.5M -7,500 Closed
1C
596
111 Capital
France
– -$1.31M -6,535 Closed
XT
597
XTX Topco
Cayman Islands
– -$1.28M -6,426 Closed
PCS
598
Private Client Services
Kentucky
– -$1.22M -6,095 Closed
GCP
599
GSA Capital Partners
United Kingdom
– -$1.18M -5,911 Closed
AIM
600
Aigen Investment Management
New York
– -$988K -4,949 Closed
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