EVR icon

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 %
WANY
601
Wealthspire Advisors (New York)
New York
-$267K -963 Closed
PAS
602
Park Avenue Securities
New York
-$266K -959 Closed
KW
603
Keyvantage Wealth
Pennsylvania
-$265K -956 Closed
SCM
604
Stevens Capital Management
Pennsylvania
-$265K -956 Closed
WA
605
Wealthstream Advisors
New York
-$262K -945 Closed
ECM
606
Everence Capital Management
Indiana
-$261K -940 Closed
PWG
607
Portside Wealth Group
Utah
-$259K -935 Closed
FFM
608
Forum Financial Management
Illinois
-$256K -922 Closed
VFA
609
Valeo Financial Advisors
Indiana
-$255K -920 Closed
HH
610
Hilltop Holdings
Texas
-$255K -919 Closed
MNBTD
611
Moody National Bank Trust Division
Texas
-$252K -908 Closed
C
612
Certuity
Florida
-$251K -904 Closed
AFG
613
Atomi Financial Group
New York
-$249K -898 Closed
NI
614
NDVR Inc
Massachusetts
-$248K -893 Closed
PA
615
Profund Advisors
Maryland
-$244K -879 Closed
PTC
616
Petrus Trust Company
Texas
-$241K -870 Closed
AAS
617
Avantax Advisory Services
Texas
-$240K -866 Closed
MYAM
618
Meiji Yasuda Asset Management
Japan
-$239K -864 Closed
IHL
619
Investment House LLC
California
-$236K -850 Closed
EI
620
Ellevest Inc
New York
-$235K -846 Closed
OC
621
Oppenheimer & Co
New York
-$231K -833 Closed
Rafferty Asset Management
622
Rafferty Asset Management
New York
-$224K -808 Closed
MMA
623
Miracle Mile Advisors
California
-$222K -800 Closed
PS
624
Planned Solutions
California
-$222K -800 Closed
ISL
625
Ingalls & Snyder LLC
New York
-$221K -797 Closed