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Evercore

548 hedge funds and large institutions have $6.77B invested in Evercore in 2025 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 226 increasing their positions, 182 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more call options, than puts

Call options by funds: $ | Put options by funds: $

less ownership

Funds ownership:

less funds holding

Funds holding:

27% less capital invested

Capital invested by funds: $9.23B → $6.77B (-$2.46B)

29% less first-time investments, than exits

New positions opened: 74 | Existing positions closed: 104

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
548
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$41.5M
Puts
$37.9M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
101
$9.32M
102
$9.19M
103
$9.04M
104
$9.01M
105
$8.97M
106
$8.67M
107
$8.5M
108
$8.37M
109
$8.35M
110
$8.25M
111
$7.99M
112
$7.95M
113
$7.89M
114
$7.87M
115
$7.86M
116
$7.85M
117
$7.81M
118
$7.76M
119
$7.5M
120
$7.4M
121
$7.36M
122
$7.32M
123
$7.24M
124
$7.14M
125
$7.02M