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Evercore

548 hedge funds and large institutions have $6.78B invested in Evercore in 2025 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 225 increasing their positions, 181 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
548
Holders Change
-34
Holders Change %
-5.84%
% of All Funds
7.44%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
77
Increased
225
Reduced
181
Closed
103
Calls
$41.5M
Puts
$37.9M
Net Calls
+$3.66M
Net Calls Change
-$233K
Name Holding Trade Value Shares
Change
Shares
Change %
Calamos Advisors
576
Calamos Advisors
Illinois
-$911K -3,285 Closed
CIBC World Market
577
CIBC World Market
Ontario, Canada
-$858K -3,096 Closed
PAG
578
Private Advisory Group
Washington
-$842K -3,039 Closed
HIS
579
Harvest Investment Services
Illinois
-$733K -2,645 Closed
CFGS
580
Concourse Financial Group Securities
Alabama
-$735K -2,569 Closed
PCM
581
Prelude Capital Management
New York
-$486K -1,754 Closed
VI
582
Versor Investments
New York
-$481K -1,737 Closed
MIC
583
Maxi Investments CY
Cyprus
-$469K -1,692 Closed
WAM
584
Weiss Asset Management
Massachusetts
-$422K -1,523 Closed
CFO
585
Callan Family Office
Pennsylvania
-$398K -1,435 Closed
NCFG
586
New Century Financial Group
New Jersey
-$389K -1,400 Closed
OTL
587
Oak Thistle LLC
New York
-$379K -1,366 Closed
OAM
588
Oxford Asset Management
United Kingdom
-$361K -1,304 Closed
P
589
&Partners
Tennessee
-$364K -1,287 Closed
TPI
590
Trust Point Inc
Wisconsin
-$348K -1,255 Closed
AB
591
ANB Bank
Colorado
-$330K -1,191 Closed
UCFA
592
United Capital Financial Advisors
Texas
-$310K -1,120 Closed
KCM
593
Kendall Capital Management
Maryland
-$299K -1,080 Closed
AC
594
AXQ Capital
New Jersey
-$282K -1,019 Closed
HWMO
595
Heritage Wealth Management (Ohio)
Ohio
-$277K -1,000 Closed
CC
596
Courier Capital
New York
-$277K -1,000 Closed
NFP
597
Narus Financial Partners
Utah
-$277K -999 Closed
BFG
598
Bleakley Financial Group
New Jersey
-$276K -995 Closed
MGP
599
Metis Global Partners
California
-$273K -985 Closed
CM
600
Crestline Management
Texas
-$269K -970 Closed