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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 %
HIM
601
Hanlon Investment Management
New Jersey
– -$977K -4,893 Closed
Acadian Asset Management
602
Acadian Asset Management
Massachusetts
– -$909K -4,553 Closed
DFCM
603
Dark Forest Capital Management
Puerto Rico
– -$877K -4,392 Closed
FC
604
FORA Capital
Florida
– -$806K -4,037 Closed
TF
605
TLWM Financial
Texas
– -$753K -3,771 Closed
FNBOH
606
First National Bank of Hutchinson
Kansas
– -$710K -3,556 Closed
ET
607
Entropy Technologies
New York
– -$581K -2,908 Closed
BAM
608
Blueshift Asset Management
New Jersey
– -$555K -2,777 Closed
CJ
609
Caitlin John
Michigan
– -$551K -2,759 Closed
Squarepoint
610
Squarepoint
New York
– -$530K -2,655 Closed
BCM
611
Bayesian Capital Management
New York
– -$512K -2,563 Closed
YMRC
612
Yorktown Management & Research Company
Virginia
– -$474K -2,375 Closed
USAA
613
United Services Automobile Association
Texas
– -$469K -2,351 Closed
Daiwa Securities Group
614
Daiwa Securities Group
Japan
– -$449K -2,250 Closed
PAS
615
Point72 Asia (Singapore)
Singapore
– -$401K -2,009 Closed
BC
616
Bayforest Capital
United Kingdom
– -$400K -2,005 Closed
VCM
617
Voleon Capital Management
California
– -$400K -2,004 Closed
CAU
618
Caxton Associates (UK)
– -$396K -1,983 Closed
SRL
619
Scientech Research LLC
New Jersey
– -$389K -1,946 Closed
MF
620
Magnetar Financial
Illinois
– -$386K -1,934 Closed
FGP
621
Freestone Grove Partners
California
– -$338K -1,693 Closed
QCM
622
Qsemble Capital Management
New York
– -$336K -1,681 Closed
MA
623
Mutual Advisors
Nebraska
– -$317K -1,605 Closed
HT
624
Headlands Technologies
Illinois
– -$306K -1,533 Closed
GC
625
Gruss & Co
Florida
– -$300K -1,500 Closed
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