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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
$233M
2
Millennium Management
Millennium Management
New York
$337M
3
Capital International Investors
Capital International Investors
California
$162M
4
Invesco
Invesco
Georgia
$380M
5
William Blair Investment Management
William Blair Investment Management
Illinois
$107M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$22.1M
2
UBS Group
UBS Group
Switzerland
$50M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$4.38M
4
Two Sigma Investments
Two Sigma Investments
New York
$2.5M
5
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$103M
Name Holding Trade Value Shares
Change 		Shares
Change %
N
126
Natixis
France
$8M +$8M +29,645 New
Ensign Peak Advisors
127
Ensign Peak Advisors
Utah
$7.96M +$103K +383 +1%
WG
128
Winton Group
United Kingdom
$7.95M +$6.68M +24,734 +527%
PCM
129
Prana Capital Management
Connecticut
$7.9M +$7.9M +29,244 New
Canada Life
130
Canada Life
Manitoba, Canada
$7.69M -$198K -733 -3%
VanEck Associates
131
VanEck Associates
New York
$7.67M -$1.09M -4,021 -12%
CM
132
Castleark Management
Illinois
$7.4M -$3.41M -12,620 -32%
PIM
133
Peregrine Investment Management
Ontario, Canada
$6.97M +$567K +2,100 +9%
Susquehanna International Group
134
Susquehanna International Group
Pennsylvania
$6.82M +$994K +3,682 +17%
SP
135
Sarasin & Partners
United Kingdom
$6.75M – – –
Barclays
136
Barclays
United Kingdom
$6.67M -$1.59M -5,891 -19%
Prudential Financial
137
Prudential Financial
New Jersey
$6.66M +$277K +935 +4%
Stifel Financial
138
Stifel Financial
Missouri
$6.62M -$4.87M -18,039 -42%
UOTTAIMCU
139
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$6.48M +$6.48M +24,015 New
CM
140
CastleKnight Management
New York
$6.48M +$5.99M +22,200 +1,233%
Focus Partners Wealth
141
Focus Partners Wealth
Massachusetts
$6.24M +$360K +1,333 +6%
ACM
142
Advisors Capital Management
New Jersey
$5.84M +$384K +1,422 +7%
TCM
143
Thames Capital Management
New Jersey
$5.76M +$5.76M +21,344 New
GAM
144
Gotham Asset Management
New York
$5.72M – – –
ACM
145
Aquatic Capital Management
Illinois
$5.67M -$653K -2,418 -10%
LIP
146
Lighthouse Investment Partners
Florida
$5.65M +$5.65M +20,930 New
IMC Chicago
147
IMC Chicago
Illinois
$5.4M +$5.4M +20,000 New
PA
148
Pinnacle Associates
New York
$5.38M +$5.38M +19,940 New
Thrivent Financial for Lutherans
149
Thrivent Financial for Lutherans
Minnesota
$5.32M -$11M -40,762 -67%
MIM
150
MetLife Investment Management
New Jersey
$5.23M -$77.2K -286 -1%
4 5
6
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