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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 %
JFG
126
Jefferies Financial Group
New York
$7.02M +$6.82M +34,128 +3,336%
AP
127
Appleton Partners
Massachusetts
$6.99M +$710K +3,553 +11%
DWA
128
Dorsey Wright & Associates
California
$6.98M -$1.78M -8,895 -20%
RA
129
Royce & Associates
New York
$6.83M -$7.86M -39,350 -54%
Treasurer of the State of North Carolina
130
Treasurer of the State of North Carolina
North Carolina
$6.82M +$3.49M +17,482 +105%
PHK
131
Point72 Hong Kong
Hong Kong
$6.78M +$6.78M +33,964 New
California State Teachers Retirement System (CalSTRS)
132
California State Teachers Retirement System (CalSTRS)
California
$6.72M -$76.1K -381 -1%
LPL Financial
133
LPL Financial
California
$6.51M +$80.3K +402 +1%
VanEck Associates
134
VanEck Associates
New York
$6.47M +$629K +3,148 +11%
DDPIC
135
Deroy & Devereaux Private Investment Counsel
Michigan
$6.33M +$203K +1,015 +3%
Marshall Wace
136
Marshall Wace
United Kingdom
$6.3M +$5.8M +29,042 +1,162%
Russell Investments Group
137
Russell Investments Group
United Kingdom
$6.29M -$9.04M -45,273 -59%
Barclays
138
Barclays
United Kingdom
$6.11M -$1.36M -6,799 -18%
Universal-Beteiligungs- und Servicegesellschaft
139
Universal-Beteiligungs- und Servicegesellschaft
Germany
$5.99M -$911K -4,562 -13%
VCA
140
Verdence Capital Advisors
Maryland
$5.86M +$203K +1,017 +4%
Canada Life
141
Canada Life
Manitoba, Canada
$5.83M -$301K -1,508 -5%
Ensign Peak Advisors
142
Ensign Peak Advisors
Utah
$5.81M +$935K +4,680 +19%
SBH
143
Segall Bryant & Hamill
Illinois
$5.79M -$163K -816 -3%
SEI Investments
144
SEI Investments
Pennsylvania
$5.6M -$1.57M -7,856 -22%
Walleye Capital
145
Walleye Capital
New York
$5.3M +$5.14M +25,757 +3,302%
Cerity Partners
146
Cerity Partners
New York
$5.29M +$219K +1,098 +4%
SP
147
Sarasin & Partners
United Kingdom
$4.99M
PIM
148
Peregrine Investment Management
Ontario, Canada
$4.74M +$1.72M +8,630 +57%
ACM
149
Aquatic Capital Management
Illinois
$4.68M +$718K +3,595 +18%
MCM
150
Mitchell Capital Management
Kansas
$4.51M +$897K +4,489 +25%