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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 %
VC
626
Vicus Capital
Pennsylvania
-$210K -759 Closed
RGF
627
Retirement Guys Formula
Ohio
-$209K -753 Closed
JIC
628
Joel Isaacson & Co
New York
-$209K -752 Closed
QCM
629
QRG Capital Management
Illinois
-$205K -740 Closed
ECA
630
Elevated Capital Advisors
Utah
-$205K -738 Closed
IPW
631
Impact Partnership Wealth
Georgia
-$201K -725 Closed
HCA
632
Harbor Capital Advisors
Illinois
-$175K -631 Closed
GCS
633
Gordian Capital (Singapore)
Singapore
-$166K -600 Closed
Twin Tree Management
634
Twin Tree Management
Texas
-$160K -579 Closed
CAC
635
Core Alternative Capital
Georgia
-$87.3K -315 Closed
HFM
636
Harvest Fund Management
China
-$78K -281 Closed
KI
637
Kapitalo Investimentos
Brazil
-$44.1K -159 Closed
VWM
638
Venturi Wealth Management
Texas
-$33.8K -122 Closed
ST
639
Smithfield Trust
Pennsylvania
-$27K -97 Closed
VSQM
640
V-Square Quantitative Management
Illinois
-$23.6K -85 Closed
CT
641
Colonial Trust
South Carolina
-$23.3K -84 Closed
FA
642
Fedenia Advisers
Wisconsin
-$23.3K -84 Closed
LFA
643
LGT Financial Advisors
Texas
-$21.9K -79 Closed
EBA
644
Eagle Bay Advisors
New York
-$15.8K -57 Closed
SS
645
SBI Securities
Japan
-$8.59K -31 Closed
CA
646
Continuum Advisory
Idaho
-$6.38K -23 Closed
AWM
647
Avior Wealth Management
Nebraska
-$4.16K -15 Closed
CWP
648
Concord Wealth Partners
Virginia
-$1.94K -7 Closed
HI
649
Horizon Investments
North Carolina
-$1.94K -7 Closed
NMG
650
New Millennium Group
Utah
-$554 -2 Closed