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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
Focus Partners Wealth
151
Focus Partners Wealth
Massachusetts
$4.35M
Prudential Financial
152
Prudential Financial
New Jersey
$4.31M
Susquehanna International Group
153
Susquehanna International Group
Pennsylvania
$4.31M
New York State Common Retirement Fund
154
New York State Common Retirement Fund
New York
$4.31M
GAM
155
Gotham Asset Management
New York
$4.23M
ACM
156
Advisors Capital Management
New Jersey
$4.03M
AG
157
Algert Global
California
$4.03M
LAM
158
LECAP Asset Management
United Kingdom
$3.95M
MIM
159
MetLife Investment Management
New Jersey
$3.93M
GC
160
Guggenheim Capital
Illinois
$3.9M
HF
161
HRT Financial
New York
$3.8M
BHCM
162
Brevan Howard Capital Management
Jersey
$3.72M
AWM
163
Axxcess Wealth Management
California
$3.71M
CCIA
164
Campbell & Co Investment Adviser
Maryland
$3.68M
MOACM
165
Mutual of America Capital Management
New York
$3.64M
Lazard Asset Management
166
Lazard Asset Management
New York
$3.64M
FCM
167
Fieldview Capital Management
Michigan
$3.56M
Cetera Investment Advisers
168
Cetera Investment Advisers
Illinois
$3.41M
D.E. Shaw & Co
169
D.E. Shaw & Co
New York
$3.41M
ASN
170
Advisory Services Network
Georgia
$3.4M
QT
171
Quantbot Technologies
New York
$3.35M
AB
172
Amalgamated Bank
New York
$3.31M
BMSSC
173
B. Metzler seel. Sohn & Co
Germany
$3.28M
Ohio Public Employees Retirement System (OPERS)
174
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.26M
Janus Henderson Group
175
Janus Henderson Group
United Kingdom
$3.19M