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Evercore
EVR

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 %
PCM
101
Peregrine Capital Management
Minnesota
$12.8M -$2.49M -9,213 -16%
Capital Fund Management (CFM)
102
Capital Fund Management (CFM)
France
$12.6M +$1.28M +4,741 +11%
Allianz Asset Management
103
Allianz Asset Management
Germany
$12.1M +$356K +1,319 +3%
FCM
104
Frontier Capital Management
Massachusetts
$11.9M -$1.02M -3,772 -8%
BF
105
BOK Financial
Oklahoma
$11.4M +$1.48M +5,467 +15%
Cerity Partners
106
Cerity Partners
New York
$11.1M +$3.99M +14,786 +56%
LI
107
Leeward Investments
Massachusetts
$11.1M +$11.1M +40,987 New
NC
108
Nitorum Capital
New York
$11M -$2.14M -7,929 -16%
CAM
109
Cresset Asset Management
Illinois
$11M +$282K +1,046 +3%
State Board of Administration of Florida Retirement System
110
State Board of Administration of Florida Retirement System
Florida
$10.6M +$809K +2,995 +8%
MAM
111
Morse Asset Management
Connecticut
$10.6M -$736K -2,724 -6%
JWM
112
Jackson Wealth Management
Florida
$10.5M -$91.8K -340 -0.9%
First Trust Advisors
113
First Trust Advisors
Illinois
$10.5M +$10.1M +37,486 +2,886%
AA
114
ALPS Advisors
Colorado
$9.94M -$62.1K -230 -0.6%
Walleye Capital
115
Walleye Capital
New York
$9.38M +$2.22M +8,214 +31%
VOYA Investment Management
116
VOYA Investment Management
Georgia
$9.36M -$1.13M -4,175 -11%
Natixis Advisors
117
Natixis Advisors
Massachusetts
$9.23M +$5.68M +21,040 +160%
California State Teachers Retirement System (CalSTRS)
118
California State Teachers Retirement System (CalSTRS)
California
$9.1M +$15.9K +59 +0.2%
VCA
119
Verdence Capital Advisors
Maryland
$8.94M +$1.02M +3,793 +13%
SC
120
Syon Capital
California
$8.53M +$8.09M +29,943 +1,819%
DDPIC
121
Deroy & Devereaux Private Investment Counsel
Michigan
$8.34M -$220K -815 -3%
CCM
122
Cinctive Capital Management
New York
$8.27M +$6.16M +22,802 +291%
AP
123
Appleton Partners
Massachusetts
$8.2M -$1.24M -4,597 -13%
Hotchkis & Wiley Capital Management
124
Hotchkis & Wiley Capital Management
California
$8.09M +$8.09M +29,970 New
PMAM
125
Picton Mahoney Asset Management
Ontario, Canada
$8.06M +$8.06M +29,855 New
3 4
5
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