EVR icon

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
+$180M
2
Millennium Management
Millennium Management
New York
+$172M
3
Capital International Investors
Capital International Investors
California
+$162M
4
Invesco
Invesco
Georgia
+$146M
5
William Blair Investment Management
William Blair Investment Management
Illinois
+$107M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$164M
2
UBS Group
UBS Group
Switzerland
-$161M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$132M
4
Two Sigma Investments
Two Sigma Investments
New York
-$103M
5
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$82.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
RS
626
R Squared
Hong Kong
– -$299K -1,496 Closed
FC
627
Farringdon Capital
United Kingdom
– -$291K -1,456 Closed
LCGC
628
Legacy Capital Group California
California
– -$287K -1,435 Closed
BMCM
629
Burns Matteson Capital Management
New York
– -$260K -1,303 Closed
Envestnet Portfolio Solutions
630
Envestnet Portfolio Solutions
Illinois
– -$259K -1,296 Closed
SAM
631
Strategy Asset Managers
California
– -$258K -1,294 Closed
PWPS
632
Pinnacle Wealth Planning Services
Ohio
– -$219K -1,098 Closed
TCM
633
Teza Capital Management
Illinois
– -$216K -1,083 Closed
MWM
634
MGB Wealth Management
Texas
– -$215K -1,078 Closed
GCM
635
Graham Capital Management
Connecticut
– -$206K -1,033 Closed
VIM
636
Vinva Investment Management
Australia
– -$316K -995 Closed
FDW
637
Fourth Dimension Wealth
Ohio
– -$123K -615 Closed
PWAM
638
Private Wealth Asset Management
Iowa
– -$62.9K -315 Closed
SW
639
SVB Wealth
Massachusetts
– -$59.1K -296 Closed
Walleye Trading
640
Walleye Trading
New York
– -$55.3K -277 Closed
Group One Trading
641
Group One Trading
Illinois
– -$47.1K -236 Closed
QC
642
Quent Capital
New York
– -$42K -210 Closed
RMP
643
Richards, Merrill & Peterson
Washington
– -$33.4K -167 Closed
CIAM
644
Caitong International Asset Management
Hong Kong
– -$28.8K -144 Closed
CIM
645
Contravisory Investment Management
Massachusetts
– -$18.6K -93 Closed
MA
646
MCF Advisors
Kentucky
– -$15K -75 Closed
GFPC
647
Global Financial Private Client
Florida
– -$10.2K -51 Closed
DWM
648
Darwin Wealth Management
Florida
– -$11.9K -42 Closed
MG
649
Mather Group
Illinois
– -$6.79K -34 Closed
GWP
650
Gen-Wealth Partners
Michigan
– -$4.79K -24 Closed
23 24 25
26
27