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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 %
ELI
76
Empire Life Investments
Ontario, Canada
$14.9M +$14.9M +74,851 New
TPSF
77
Texas Permanent School Fund
Texas
$14.4M +$14.4M +70,357 New
MWM
78
Moran Wealth Management
Florida
$14.4M -$154K -770 -1%
Legal & General Group
79
Legal & General Group
United Kingdom
$14.4M +$456K +2,282 +3%
AM
80
AGF Management
Ontario, Canada
$14.3M +$6.57M +32,902 +85%
GT
81
Glenmede Trust
Pennsylvania
$14.1M -$423K -2,116 -3%
Swiss National Bank
82
Swiss National Bank
Switzerland
$14M -$300K -1,500 -2%
State of Wisconsin Investment Board
83
State of Wisconsin Investment Board
Wisconsin
$14M -$537K -2,688 -4%
TI
84
Trexquant Investment
Connecticut
$13.8M +$4.43M +22,190 +48%
WCA
85
Waratah Capital Advisors
Ontario, Canada
$13.7M +$13.7M +68,828 New
California Public Employees Retirement System
86
California Public Employees Retirement System
California
$13.4M -$712K -3,564 -5%
AWM
87
AE Wealth Management
Kansas
$12.8M +$2.07M +10,387 +19%
Canada Pension Plan Investment Board
88
Canada Pension Plan Investment Board
Ontario, Canada
$12.4M +$5.15M +25,800 +71%
Thrivent Financial for Lutherans
89
Thrivent Financial for Lutherans
Minnesota
$12.1M +$6.11M +30,586 +102%
Ameriprise
90
Ameriprise
Minnesota
$11.8M -$1.09M -5,474 -8%
AllianceBernstein
91
AllianceBernstein
Tennessee
$11.7M -$138K -690 -1%
Wells Fargo
92
Wells Fargo
California
$11.6M -$3.89M -19,469 -25%
PCM
93
Peregrine Capital Management
Minnesota
$11.3M +$2.98M +14,899 +36%
Holocene Advisors
94
Holocene Advisors
New York
$11.3M +$11.3M +56,545 New
GKIM
95
GW&K Investment Management
Massachusetts
$11.2M -$67.7K -339 -0.6%
Jane Street
96
Jane Street
New York
$10.9M +$4.69M +23,458 +76%
CIA
97
CCM Investment Advisers
South Carolina
$10.7M -$1.03M -5,168 -9%
BNP Paribas Financial Markets
98
BNP Paribas Financial Markets
France
$9.97M +$7.27M +36,418 +270%
NC
99
Nitorum Capital
New York
$9.75M -$2.57M -12,863 -21%
New York State Teachers Retirement System (NYSTRS)
100
New York State Teachers Retirement System (NYSTRS)
New York
$9.57M -$571K -2,858 -6%