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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 %
Focus Partners Wealth
151
Focus Partners Wealth
Massachusetts
$4.35M +$84.3K +422 +2%
Prudential Financial
152
Prudential Financial
New Jersey
$4.31M -$1.19M -5,940 -22%
Susquehanna International Group
153
Susquehanna International Group
Pennsylvania
$4.31M +$4.31M +21,564 New
New York State Common Retirement Fund
154
New York State Common Retirement Fund
New York
$4.31M -$6.91M -34,593 -62%
GAM
155
Gotham Asset Management
New York
$4.23M -$52.5K -263 -1%
ACM
156
Advisors Capital Management
New Jersey
$4.03M +$606K +3,035 +18%
AG
157
Algert Global
California
$4.03M
LAM
158
LECAP Asset Management
United Kingdom
$3.95M +$2.37M +11,873 +150%
MIM
159
MetLife Investment Management
New Jersey
$3.93M -$61.1K -306 -2%
GC
160
Guggenheim Capital
Illinois
$3.9M -$1.64M -8,191 -30%
HF
161
HRT Financial
New York
$3.8M +$3.8M +19,023 New
BHCM
162
Brevan Howard Capital Management
Jersey
$3.72M +$3.57M +17,891 +2,461%
AWM
163
Axxcess Wealth Management
California
$3.71M +$3.55M +17,783 +2,240%
CCIA
164
Campbell & Co Investment Adviser
Maryland
$3.68M +$2.56M +12,826 +229%
MOACM
165
Mutual of America Capital Management
New York
$3.64M -$96.1K -481 -3%
Lazard Asset Management
166
Lazard Asset Management
New York
$3.64M -$14.8K -74 -0.4%
FCM
167
Fieldview Capital Management
Michigan
$3.56M +$3.56M +17,830 New
Cetera Investment Advisers
168
Cetera Investment Advisers
Illinois
$3.41M +$955K +4,781 +39%
D.E. Shaw & Co
169
D.E. Shaw & Co
New York
$3.41M +$3.1M +15,521 +999%
ASN
170
Advisory Services Network
Georgia
$3.4M +$61.3K +307 +2%
QT
171
Quantbot Technologies
New York
$3.35M +$640K +3,203 +24%
AB
172
Amalgamated Bank
New York
$3.31M -$121K -605 -4%
BMSSC
173
B. Metzler seel. Sohn & Co
Germany
$3.28M +$348K +1,744 +12%
Ohio Public Employees Retirement System (OPERS)
174
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.26M -$1.42M -7,087 -30%
Janus Henderson Group
175
Janus Henderson Group
United Kingdom
$3.19M -$140K -700 -4%