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Evercore
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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 %
State of Wisconsin Investment Board
76
State of Wisconsin Investment Board
Wisconsin
$18.1M 67,178 -2,712 -4%
California Public Employees Retirement System
77
California Public Employees Retirement System
California
$18.1M 67,105 +85 +0.1%
WCA
78
Waratah Capital Advisors
Ontario, Canada
$17.7M 65,470 -3,358 -5%
KHCM
79
Kettle Hill Capital Management
New York
$17.7M 65,451 +65,451 New
GIP
80
Granite Investment Partners
California
$17.5M 64,690 +64,690 New
ELI
81
Empire Life Investments
Ontario, Canada
$17.1M 63,264 -11,587 -15%
AllianceBernstein
82
AllianceBernstein
Tennessee
$15.8M 58,417 -114 -0.2%
Ameriprise
83
Ameriprise
Minnesota
$15.7M 58,152 -949 -2%
Envestnet Asset Management
84
Envestnet Asset Management
Illinois
$15.6M 57,916 -65,376 -53%
EIP
85
Epoch Investment Partners
New York
$15.3M 56,722 -80,337 -59%
GKIM
86
GW&K Investment Management
Massachusetts
$15.2M 56,122 -46 -0.1%
CIA
87
CCM Investment Advisers
South Carolina
$15.1M 56,057 +2,619 +5%
Wells Fargo
88
Wells Fargo
California
$15.1M 56,010 -2,271 -4%
IC
89
IEQ Capital
California
$14.8M 54,716 +38,869 +245%
SPS
90
Susquehanna Portfolio Strategies
Pennsylvania
$14.6M 54,206 +54,206 New
Man Group
91
Man Group
United Kingdom
$14.5M 53,521 -35,814 -40%
Royal Bank of Canada
92
Royal Bank of Canada
Ontario, Canada
$14.1M 52,187 +16,440 +46%
American Century Companies
93
American Century Companies
Missouri
$13.5M 49,864 -51,133 -51%
AM
94
AGF Management
Ontario, Canada
$13.4M 49,603 -21,902 -31%
Janus Henderson Group
95
Janus Henderson Group
United Kingdom
$13.1M 48,520 +32,555 +204%
PEAK6
96
PEAK6
Illinois
$13.1M 48,396 +38,786 +404%
New York State Teachers Retirement System (NYSTRS)
97
New York State Teachers Retirement System (NYSTRS)
New York
$12.9M 47,596 -300 -0.6%
IIM
98
INTECH Investment Management
Florida
$12.9M 47,592 +938 +2%
Russell Investments Group
99
Russell Investments Group
United Kingdom
$12.8M 47,396 +15,883 +50%
PCM
100
Peregrine Capital Management
Minnesota
$12.8M 47,339 -9,213 -16%
2 3
4
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