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Evercore

565 hedge funds and large institutions have $9.66B invested in Evercore in 2025 Q2 according to their latest regulatory filings, with 117 funds opening new positions, 196 increasing their positions, 190 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more first-time investments, than exits

New positions opened: | Existing positions closed:

5.64% more ownership

Funds ownership: 86.91%92.55% (+5.6%)

3% more funds holding

Funds holding: 549565 (+16)

3% more repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 190

Holders
565
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$82.8M
Puts
$47.5M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FGP
626
Freestone Grove Partners
California
QCM
627
Qsemble Capital Management
New York
MA
628
Mutual Advisors
Nebraska
HT
629
Headlands Technologies
Illinois
GC
630
Gruss & Co
Florida
RS
631
R Squared
Hong Kong
FC
632
Farringdon Capital
United Kingdom
LCGC
633
Legacy Capital Group California
California
BMCM
634
Burns Matteson Capital Management
New York
Envestnet Portfolio Solutions
635
Envestnet Portfolio Solutions
Illinois
SAM
636
Strategy Asset Managers
California
PWPS
637
Pinnacle Wealth Planning Services
Ohio
TCM
638
Teza Capital Management
Illinois
MWM
639
MGB Wealth Management
Texas
GCM
640
Graham Capital Management
Connecticut
VIM
641
Vinva Investment Management
Australia
FDW
642
Fourth Dimension Wealth
Ohio
PWAM
643
Private Wealth Asset Management
Iowa
SW
644
SVB Wealth
Massachusetts
Walleye Trading
645
Walleye Trading
New York
Group One Trading
646
Group One Trading
Illinois
QC
647
Quent Capital
New York
RMP
648
Richards, Merrill & Peterson
Washington
CIAM
649
Caitong International Asset Management
Hong Kong
CIM
650
Contravisory Investment Management
Massachusetts