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Evercore

563 hedge funds and large institutions have $9.66B invested in Evercore in 2025 Q2 according to their latest regulatory filings, with 116 funds opening new positions, 196 increasing their positions, 189 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: 86.9%92.54% (+5.6%)

3% more funds holding

Funds holding: 548563 (+15)

4% more repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 189

Holders
563
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
MA
626
Mutual Advisors
Nebraska
HT
627
Headlands Technologies
Illinois
GC
628
Gruss & Co
Florida
RS
629
R Squared
Hong Kong
FC
630
Farringdon Capital
United Kingdom
LCGC
631
Legacy Capital Group California
California
BMCM
632
Burns Matteson Capital Management
New York
Envestnet Portfolio Solutions
633
Envestnet Portfolio Solutions
Illinois
SAM
634
Strategy Asset Managers
California
PWPS
635
Pinnacle Wealth Planning Services
Ohio
TCM
636
Teza Capital Management
Illinois
MWM
637
MGB Wealth Management
Texas
GCM
638
Graham Capital Management
Connecticut
VIM
639
Vinva Investment Management
Australia
FDW
640
Fourth Dimension Wealth
Ohio
PWAM
641
Private Wealth Asset Management
Iowa
SW
642
SVB Wealth
Massachusetts
Walleye Trading
643
Walleye Trading
New York
Group One Trading
644
Group One Trading
Illinois
QC
645
Quent Capital
New York
RMP
646
Richards, Merrill & Peterson
Washington
CIAM
647
Caitong International Asset Management
Hong Kong
CIM
648
Contravisory Investment Management
Massachusetts
MA
649
MCF Advisors
Kentucky
GFPC
650
Global Financial Private Client
Florida