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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 %
Lord, Abbett & Co
51
Lord, Abbett & Co
New Jersey
$24.7M -$126M -631,449 -84%
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$24.6M +$4.49M +22,479 +22%
Adage Capital Partners
53
Adage Capital Partners
Massachusetts
$23.6M +$23.6M +118,000 New
Retirement Systems of Alabama
54
Retirement Systems of Alabama
Alabama
$22.7M +$8.59K +43 +0%
ProShare Advisors
55
ProShare Advisors
Maryland
$21.5M -$4.1M -20,527 -16%
Victory Capital Management
56
Victory Capital Management
Texas
$21.3M -$3.27M -16,363 -13%
Rockefeller Capital Management
57
Rockefeller Capital Management
New York
$21.1M +$2.7M +13,521 +15%
UBS AM
58
UBS AM
Illinois
$21.1M +$57.7K +289 +0.3%
American Century Companies
59
American Century Companies
Missouri
$20.2M -$9.8M -49,070 -33%
Citigroup
60
Citigroup
New York
$20.1M +$16.7M +83,704 +491%
RhumbLine Advisers
61
RhumbLine Advisers
Massachusetts
$19.2M -$230K -1,152 -1%
SO
62
STRS Ohio
Ohio
$19.2M -$1.81M -9,059 -9%
Voloridge Investment Management
63
Voloridge Investment Management
Florida
$19M +$19M +95,210 New
TC
64
TwinBeech Capital
New York
$18.7M +$18.3M +91,405 +4,512%
Citadel Advisors
65
Citadel Advisors
Florida
$18.6M +$12.9M +64,632 +228%
CRM
66
Cramer Rosenthal McGlynn
Connecticut
$18.5M +$3.4M +17,048 +23%
National Bank of Canada
67
National Bank of Canada
Quebec, Canada
$18M +$17.8M +89,349 +11,484%
Man Group
68
Man Group
United Kingdom
$17.8M -$4.14M -20,718 -19%
EGM
69
Engineers Gate Manager
New York
$17.8M +$13.2M +65,919 +286%
Amundi
70
Amundi
France
$17.6M +$11.4M +64,137 +185%
WCM Investment Management
71
WCM Investment Management
California
$17.3M +$3.15M +15,776 +22%
GLA
72
Great Lakes Advisors
Illinois
$17.1M -$601K -3,008 -3%
Schroder Investment Management Group
73
Schroder Investment Management Group
United Kingdom
$16.3M -$7.46M -37,387 -31%
FWIA
74
Fort Washington Investment Advisors
Ohio
$15.9M +$1.34M +6,700 +9%
BCM
75
Basswood Capital Management
New York
$15.3M