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Evercore
EVR

Overview Fund Activity

557 hedge funds and large institutions have $9.59B invested in Evercore in 2025 Q2 according to their latest regulatory filings, with 116 funds opening new positions, 192 increasing their positions, 188 reducing their positions, and 98 closing their positions.

Holders
557
Holders Change
+9
Holders Change %
+1.64%
% of All Funds
7.48%
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
192
Reduced
188
Closed
98
Calls
$68.8M
Puts
$41M
Net Calls
+$27.8M
Net Calls Change
+$24.2M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$233M
2
Millennium Management
2
Millennium Management
New York
$337M
3
Capital International Investors
3
Capital International Investors
California
$162M
4
Norges Bank
4
Norges Bank
Norway
$157M
5
Invesco
5
Invesco
Georgia
$380M

Top Sellers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$22.1M
2
UBS Group
2
UBS Group
Switzerland
$50M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$4.38M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$2.5M
5
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$103M
Name Market Value Shares Shares
Change 		Shares
Change %
Lord, Abbett & Co
51
Lord, Abbett & Co
New Jersey
$34.9M 129,346 +5,777 +5%
SC
52
Samlyn Capital
New York
$33.7M 124,703 +124,703 New
Retirement Systems of Alabama
53
Retirement Systems of Alabama
Alabama
$30.9M 114,411 +852 +0.8%
WCM Investment Management
54
WCM Investment Management
California
$29.7M 110,404 +23,824 +28%
TCM
55
TimesSquare Capital Management
New York
$28.4M 105,350 +105,350 New
BSA
56
Braun Stacey Associates
New York
$28.2M 104,423 -23,664 -18%
Rockefeller Capital Management
57
Rockefeller Capital Management
New York
$28.1M 104,059 -1,415 -1%
New York State Common Retirement Fund
58
New York State Common Retirement Fund
New York
$27.6M 102,067 +80,506 +373%
BCM
59
Basswood Capital Management
New York
$26.1M 96,647 +20,227 +26%
RhumbLine Advisers
60
RhumbLine Advisers
Massachusetts
$26M 96,474 +448 +0.5%
QCM
61
Quantinno Capital Management
New York
$25.4M 94,077 +56,516 +150%
SO
62
STRS Ohio
Ohio
$24.3M 89,881 -6,060 -6%
Two Sigma Advisers
63
Two Sigma Advisers
New York
$23.8M 88,000 -261,500 -75%
NL
64
Nuveen LLC
North Carolina
$23.6M 87,356 -140,975 -62%
Twin Tree Management
65
Twin Tree Management
Texas
$23.4M 86,524 +86,524 New
WHG
66
Westwood Holdings Group
Texas
$22.4M 82,846 +82,846 New
FWIA
67
Fort Washington Investment Advisors
Ohio
$22.3M 82,670 +3,190 +4%
Massachusetts Financial Services
68
Massachusetts Financial Services
Massachusetts
$22.1M 81,959 -609,041 -88%
SEI Investments
69
SEI Investments
Pennsylvania
$21M 77,861 +49,809 +178%
BNP Paribas Asset Management
70
BNP Paribas Asset Management
France
$19.1M 70,803 -125,776 -64%
Swiss National Bank
71
Swiss National Bank
Switzerland
$18.7M 69,100 -1,000 -1%
GIM
72
Glenmede Investment Management
Pennsylvania
$18.5M 68,630 +68,630 New
Treasurer of the State of North Carolina
73
Treasurer of the State of North Carolina
North Carolina
$18.4M 68,191 +34,047 +100%
Legal & General Group
74
Legal & General Group
United Kingdom
$18.3M 67,857 -4,098 -6%
Canada Pension Plan Investment Board
75
Canada Pension Plan Investment Board
Ontario, Canada
$18.3M 67,700 +5,400 +9%
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3
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