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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 %
Canada Pension Plan Investment Board
76
Canada Pension Plan Investment Board
Ontario, Canada
$18.3M +$1.46M +5,400 +9%
State of Wisconsin Investment Board
77
State of Wisconsin Investment Board
Wisconsin
$18.1M -$732K -2,712 -4%
California Public Employees Retirement System
78
California Public Employees Retirement System
California
$18.1M +$23K +85 +0.1%
WCA
79
Waratah Capital Advisors
Ontario, Canada
$17.7M -$907K -3,358 -5%
KHCM
80
Kettle Hill Capital Management
New York
$17.7M +$17.7M +65,451 New
GIP
81
Granite Investment Partners
California
$17.5M +$17.5M +64,690 New
ELI
82
Empire Life Investments
Ontario, Canada
$17.1M -$3.13M -11,587 -15%
AllianceBernstein
83
AllianceBernstein
Tennessee
$15.8M -$30.8K -114 -0.2%
Ameriprise
84
Ameriprise
Minnesota
$15.7M -$256K -949 -2%
Envestnet Asset Management
85
Envestnet Asset Management
Illinois
$15.6M -$17.7M -65,376 -53%
EIP
86
Epoch Investment Partners
New York
$15.3M -$21.7M -80,337 -59%
GKIM
87
GW&K Investment Management
Massachusetts
$15.2M -$12.4K -46 -0.1%
CIA
88
CCM Investment Advisers
South Carolina
$15.1M +$707K +2,619 +5%
Wells Fargo
89
Wells Fargo
California
$15.1M -$613K -2,271 -4%
IC
90
IEQ Capital
California
$14.8M +$10.5M +38,869 +245%
SPS
91
Susquehanna Portfolio Strategies
Pennsylvania
$14.6M +$14.6M +54,206 New
Man Group
92
Man Group
United Kingdom
$14.5M -$9.67M -35,814 -40%
Royal Bank of Canada
93
Royal Bank of Canada
Ontario, Canada
$14.1M +$4.44M +16,440 +46%
American Century Companies
94
American Century Companies
Missouri
$13.5M -$13.8M -51,133 -51%
AM
95
AGF Management
Ontario, Canada
$13.4M -$5.91M -21,902 -31%
Janus Henderson Group
96
Janus Henderson Group
United Kingdom
$13.1M +$8.79M +32,555 +204%
PEAK6
97
PEAK6
Illinois
$13.1M +$10.5M +38,786 +404%
New York State Teachers Retirement System (NYSTRS)
98
New York State Teachers Retirement System (NYSTRS)
New York
$12.9M -$81K -300 -0.6%
IIM
99
INTECH Investment Management
Florida
$12.9M +$253K +938 +2%
Russell Investments Group
100
Russell Investments Group
United Kingdom
$12.8M +$4.29M +15,883 +50%
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