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Evercore

563 hedge funds and large institutions have $9.66B invested in Evercore in 2025 Q2 according to their latest regulatory filings, with 116 funds opening new positions, 196 increasing their positions, 189 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more call options, than puts

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

more capital invested

Capital invested by funds: $ → $

more first-time investments, than exits

New positions opened: | Existing positions closed:

5.64% more ownership

Funds ownership: 86.9%92.54% (+5.6%)

3% more funds holding

Funds holding: 548563 (+15)

4% more repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 189

Holders
563
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$82.8M
Puts
$47.5M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Russell Investments Group
101
Russell Investments Group
United Kingdom
$12.8M
PCM
102
Peregrine Capital Management
Minnesota
$12.8M
Capital Fund Management (CFM)
103
Capital Fund Management (CFM)
France
$12.6M
Allianz Asset Management
104
Allianz Asset Management
Germany
$12.1M
FCM
105
Frontier Capital Management
Massachusetts
$11.9M
BF
106
BOK Financial
Oklahoma
$11.4M
Cerity Partners
107
Cerity Partners
New York
$11.1M
LI
108
Leeward Investments
Massachusetts
$11.1M
NC
109
Nitorum Capital
New York
$11M
CAM
110
Cresset Asset Management
Illinois
$11M
State Board of Administration of Florida Retirement System
111
State Board of Administration of Florida Retirement System
Florida
$10.6M
MAM
112
Morse Asset Management
Connecticut
$10.6M
JWM
113
Jackson Wealth Management
Florida
$10.5M
First Trust Advisors
114
First Trust Advisors
Illinois
$10.5M
AA
115
ALPS Advisors
Colorado
$9.94M
Walleye Capital
116
Walleye Capital
New York
$9.38M
VOYA Investment Management
117
VOYA Investment Management
Georgia
$9.36M
Natixis Advisors
118
Natixis Advisors
Massachusetts
$9.23M
California State Teachers Retirement System (CalSTRS)
119
California State Teachers Retirement System (CalSTRS)
California
$9.1M
VCA
120
Verdence Capital Advisors
Maryland
$8.94M
SC
121
Syon Capital
California
$8.53M
DDPIC
122
Deroy & Devereaux Private Investment Counsel
Michigan
$8.34M
CCM
123
Cinctive Capital Management
New York
$8.27M
AP
124
Appleton Partners
Massachusetts
$8.2M
Hotchkis & Wiley Capital Management
125
Hotchkis & Wiley Capital Management
California
$8.09M