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Evercore
EVR

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 %
Capital Fund Management (CFM)
101
Capital Fund Management (CFM)
France
$12.6M 46,536 +4,741 +11%
Allianz Asset Management
102
Allianz Asset Management
Germany
$12.1M 44,732 +1,319 +3%
FCM
103
Frontier Capital Management
Massachusetts
$11.9M 44,054 -3,772 -8%
BF
104
BOK Financial
Oklahoma
$11.4M 42,116 +5,467 +15%
Cerity Partners
105
Cerity Partners
New York
$11.1M 41,290 +14,786 +56%
LI
106
Leeward Investments
Massachusetts
$11.1M 40,987 +40,987 New
NC
107
Nitorum Capital
New York
$11M 40,899 -7,929 -16%
CAM
108
Cresset Asset Management
Illinois
$11M 40,847 +1,046 +3%
State Board of Administration of Florida Retirement System
109
State Board of Administration of Florida Retirement System
Florida
$10.6M 39,240 +2,995 +8%
MAM
110
Morse Asset Management
Connecticut
$10.6M 39,186 -2,724 -6%
JWM
111
Jackson Wealth Management
Florida
$10.5M 38,955 -340 -0.9%
First Trust Advisors
112
First Trust Advisors
Illinois
$10.5M 38,785 +37,486 +2,886%
AA
113
ALPS Advisors
Colorado
$9.94M 36,799 -230 -0.6%
Walleye Capital
114
Walleye Capital
New York
$9.38M 34,751 +8,214 +31%
VOYA Investment Management
115
VOYA Investment Management
Georgia
$9.36M 34,673 -4,175 -11%
Natixis Advisors
116
Natixis Advisors
Massachusetts
$9.23M 34,179 +21,040 +160%
California State Teachers Retirement System (CalSTRS)
117
California State Teachers Retirement System (CalSTRS)
California
$9.1M 33,709 +59 +0.2%
VCA
118
Verdence Capital Advisors
Maryland
$8.94M 33,125 +3,793 +13%
SC
119
Syon Capital
California
$8.53M 31,589 +29,943 +1,819%
DDPIC
120
Deroy & Devereaux Private Investment Counsel
Michigan
$8.34M 30,895 -815 -3%
CCM
121
Cinctive Capital Management
New York
$8.27M 30,626 +22,802 +291%
AP
122
Appleton Partners
Massachusetts
$8.2M 30,380 -4,597 -13%
Hotchkis & Wiley Capital Management
123
Hotchkis & Wiley Capital Management
California
$8.09M 29,970 +29,970 New
PMAM
124
Picton Mahoney Asset Management
Ontario, Canada
$8.06M 29,855 +29,855 New
N
125
Natixis
France
$8M 29,645 +29,645 New
3 4
5
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