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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 %
AWM
151
Axxcess Wealth Management
California
$5.16M +$142K +525 +3%
Ohio Public Employees Retirement System (OPERS)
152
Ohio Public Employees Retirement System (OPERS)
Ohio
$5.15M +$742K +2,747 +17%
ZIM
153
Zacks Investment Management
Illinois
$5.08M +$5.08M +18,805 New
GC
154
Guggenheim Capital
Illinois
$5.02M -$256K -949 -5%
BMSSC
155
B. Metzler seel. Sohn & Co
Germany
$4.92M +$481K +1,782 +11%
Carson Wealth (CWM LLC)
156
Carson Wealth (CWM LLC)
Nebraska
$4.87M +$3.63M +13,457 +295%
MOACM
157
Mutual of America Capital Management
New York
$4.83M -$92.3K -342 -2%
TCG
158
Tremblant Capital Group
Florida
$4.69M +$957K +3,544 +26%
BCPE
159
Bain Capital Public Equity
Massachusetts
$4.63M +$4.63M +17,163 New
CWM
160
Centric Wealth Management
Illinois
$4.6M +$69.8K +236 +2%
Universal-Beteiligungs- und Servicegesellschaft
161
Universal-Beteiligungs- und Servicegesellschaft
Germany
$4.55M -$3.54M -13,106 -44%
AB
162
Amalgamated Bank
New York
$4.54M +$69.4K +257 +2%
Citigroup
163
Citigroup
New York
$4.52M -$22.7M -84,002 -83%
Qube Research & Technologies (QRT)
164
Qube Research & Technologies (QRT)
United Kingdom
$4.38M -$132M -488,914 -97%
PGCM
165
Prescott Group Capital Management
Oklahoma
$4.36M +$1.67M +6,197 +62%
EAM
166
EFG Asset Management
Oregon
$4.14M +$601K +2,226 +17%
BNP Paribas Financial Markets
167
BNP Paribas Financial Markets
France
$4.09M -$9.39M -34,774 -70%
ASN
168
Advisory Services Network
Georgia
$4.06M -$1.07M -3,558 -21%
HA
169
Harbor Advisors
Florida
$4.05M – – –
PD
170
Point72 (DIFC)
United Arab Emirates
$3.97M +$1.02M +3,764 +34%
State of Tennessee, Department of Treasury
171
State of Tennessee, Department of Treasury
Tennessee
$3.88M – – –
Comerica Bank
172
Comerica Bank
Texas
$3.87M -$59.9K -222 -2%
Verition Fund Management
173
Verition Fund Management
Connecticut
$3.86M -$6.8M -25,185 -64%
FCM
174
Fieldview Capital Management
Michigan
$3.83M -$982K -3,638 -20%
EP
175
Edgestream Partners
New Jersey
$3.83M +$2.53M +9,383 +196%
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