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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

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:

25% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 103

26% less capital invested

Capital invested by funds: $9.23B → $6.78B (-$2.44B)

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
JFG
126
Jefferies Financial Group
New York
$7.02M
AP
127
Appleton Partners
Massachusetts
$6.99M
DWA
128
Dorsey Wright & Associates
California
$6.98M
RA
129
Royce & Associates
New York
$6.83M
Treasurer of the State of North Carolina
130
Treasurer of the State of North Carolina
North Carolina
$6.82M
PHK
131
Point72 Hong Kong
Hong Kong
$6.78M
California State Teachers Retirement System (CalSTRS)
132
California State Teachers Retirement System (CalSTRS)
California
$6.72M
LPL Financial
133
LPL Financial
California
$6.51M
VanEck Associates
134
VanEck Associates
New York
$6.47M
DDPIC
135
Deroy & Devereaux Private Investment Counsel
Michigan
$6.33M
Marshall Wace
136
Marshall Wace
United Kingdom
$6.3M
Russell Investments Group
137
Russell Investments Group
United Kingdom
$6.29M
Barclays
138
Barclays
United Kingdom
$6.11M
Universal-Beteiligungs- und Servicegesellschaft
139
Universal-Beteiligungs- und Servicegesellschaft
Germany
$5.99M
VCA
140
Verdence Capital Advisors
Maryland
$5.86M
Canada Life
141
Canada Life
Manitoba, Canada
$5.83M
Ensign Peak Advisors
142
Ensign Peak Advisors
Utah
$5.81M
SBH
143
Segall Bryant & Hamill
Illinois
$5.79M
SEI Investments
144
SEI Investments
Pennsylvania
$5.6M
Walleye Capital
145
Walleye Capital
New York
$5.3M
Cerity Partners
146
Cerity Partners
New York
$5.29M
SP
147
Sarasin & Partners
United Kingdom
$4.99M
PIM
148
Peregrine Investment Management
Ontario, Canada
$4.74M
ACM
149
Aquatic Capital Management
Illinois
$4.68M
MCM
150
Mitchell Capital Management
Kansas
$4.51M