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Evercore
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Overview Fund Activity

560 hedge funds and large institutions have $9.65B invested in Evercore in 2025 Q2 according to their latest regulatory filings, with 116 funds opening new positions, 195 increasing their positions, 188 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
560
Holders Change
+12
Holders Change %
+2.19%
% of All Funds
7.51%
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
195
Reduced
188
Closed
98
Calls
$82.8M
Puts
$47.5M
Net Calls
+$35.2M
Net Calls Change
+$31.6M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$180M
2
Millennium Management
Millennium Management
New York
+$172M
3
Capital International Investors
Capital International Investors
California
+$162M
4
Invesco
Invesco
Georgia
+$146M
5
William Blair Investment Management
William Blair Investment Management
Illinois
+$107M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$164M
2
UBS Group
UBS Group
Switzerland
-$161M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$132M
4
Two Sigma Investments
Two Sigma Investments
New York
-$103M
5
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$82.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CVA
51
Ceredex Value Advisors
Florida
$35.2M +$24M +88,950 +215%
Lord, Abbett & Co
52
Lord, Abbett & Co
New Jersey
$34.9M +$1.56M +5,777 +5%
SC
53
Samlyn Capital
New York
$33.7M +$33.7M +124,703 New
Retirement Systems of Alabama
54
Retirement Systems of Alabama
Alabama
$30.9M +$230K +852 +0.8%
WCM Investment Management
55
WCM Investment Management
California
$29.7M +$6.41M +23,824 +28%
TCM
56
TimesSquare Capital Management
New York
$28.4M +$28.4M +105,350 New
BSA
57
Braun Stacey Associates
New York
$28.2M -$6.39M -23,664 -18%
Rockefeller Capital Management
58
Rockefeller Capital Management
New York
$28.1M -$382K -1,415 -1%
New York State Common Retirement Fund
59
New York State Common Retirement Fund
New York
$27.6M +$21.7M +80,506 +373%
BCM
60
Basswood Capital Management
New York
$26.1M +$5.46M +20,227 +26%
RhumbLine Advisers
61
RhumbLine Advisers
Massachusetts
$26M +$121K +448 +0.5%
QCM
62
Quantinno Capital Management
New York
$25.4M +$15.3M +56,516 +150%
SO
63
STRS Ohio
Ohio
$24.3M -$1.64M -6,060 -6%
Two Sigma Advisers
64
Two Sigma Advisers
New York
$23.8M -$70.6M -261,500 -75%
NL
65
Nuveen LLC
North Carolina
$23.6M -$38.1M -140,975 -62%
Twin Tree Management
66
Twin Tree Management
Texas
$23.4M +$23.4M +86,524 New
WHG
67
Westwood Holdings Group
Texas
$22.4M +$22.4M +82,846 New
FWIA
68
Fort Washington Investment Advisors
Ohio
$22.3M +$861K +3,190 +4%
Massachusetts Financial Services
69
Massachusetts Financial Services
Massachusetts
$22.1M -$164M -609,041 -88%
SEI Investments
70
SEI Investments
Pennsylvania
$21M +$13.4M +49,809 +178%
BNP Paribas Asset Management
71
BNP Paribas Asset Management
France
$19.1M -$34M -125,776 -64%
Swiss National Bank
72
Swiss National Bank
Switzerland
$18.7M -$270K -1,000 -1%
GIM
73
Glenmede Investment Management
Pennsylvania
$18.5M +$18.5M +68,630 New
Treasurer of the State of North Carolina
74
Treasurer of the State of North Carolina
North Carolina
$18.4M +$9.19M +34,047 +100%
Legal & General Group
75
Legal & General Group
United Kingdom
$18.3M -$1.11M -4,098 -6%
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