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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 %
FCM
101
Frontier Capital Management
Massachusetts
$9.55M -$8.45M -42,307 -47%
IIM
102
INTECH Investment Management
Florida
$9.32M +$3.96M +19,839 +74%
Public Sector Pension Investment Board (PSP Investments)
103
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$9.19M +$9.19M +46,000 New
BA
104
Bridgewater Associates
Connecticut
$9.04M +$2.4M +12,031 +36%
BGIM
105
Brandywine Global Investment Management
Pennsylvania
$9.01M +$1.66M +8,318 +23%
JF
106
Jump Financial
Illinois
$8.97M +$8.67M +43,412 +2,883%
Allianz Asset Management
107
Allianz Asset Management
Germany
$8.67M -$1.65M -8,283 -16%
Stifel Financial
108
Stifel Financial
Missouri
$8.5M +$2.32M +11,610 +38%
MAM
109
Morse Asset Management
Connecticut
$8.37M +$970K +4,856 +13%
Capital Fund Management (CFM)
110
Capital Fund Management (CFM)
France
$8.35M +$8.35M +41,795 New
CVA
111
Ceredex Value Advisors
Florida
$8.25M +$1.01M +5,050 +14%
CM
112
Castleark Management
Illinois
$7.99M +$180K +900 +2%
CAM
113
Cresset Asset Management
Illinois
$7.95M -$51.3K -257 -0.6%
Verition Fund Management
114
Verition Fund Management
Connecticut
$7.89M +$5.71M +28,588 +262%
ECM
115
Eisler Capital Management
United Kingdom
$7.87M +$7.87M +39,413 New
PI
116
PineBridge Investments
New York
$7.86M +$1.38M +6,899 +21%
JWM
117
Jackson Wealth Management
Florida
$7.85M -$101K -508 -1%
CF
118
Corebridge Financial
Texas
$7.81M -$191K -958 -2%
VOYA Investment Management
119
VOYA Investment Management
Georgia
$7.76M +$1.6M +8,030 +26%
QCM
120
Quantinno Capital Management
New York
$7.5M +$3.66M +18,317 +95%
AA
121
ALPS Advisors
Colorado
$7.4M +$861K +4,312 +13%
CCM
122
Channing Capital Management
Illinois
$7.36M -$19M -95,246 -72%
BF
123
BOK Financial
Oklahoma
$7.32M +$7.32M +36,649 New
State Board of Administration of Florida Retirement System
124
State Board of Administration of Florida Retirement System
Florida
$7.24M
Royal Bank of Canada
125
Royal Bank of Canada
Ontario, Canada
$7.14M -$4.26M -21,330 -37%