EVR icon

Evercore

549 hedge funds and large institutions have $6.79B invested in Evercore in 2025 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 226 increasing their positions, 182 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:

26% less capital invested

Capital invested by funds: $9.23B → $6.79B (-$2.44B)

27% less first-time investments, than exits

New positions opened: 75 | Existing positions closed: 103

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
549
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
151
$4.35M
152
$4.31M
153
$4.31M
154
$4.31M
155
$4.23M
156
$4.03M
157
$4.03M
158
$3.95M
159
$3.93M
160
$3.9M
161
$3.8M
162
$3.72M
163
$3.71M
164
$3.68M
165
$3.64M
166
$3.64M
167
$3.56M
168
$3.41M
169
$3.41M
170
$3.4M
171
$3.35M
172
$3.31M
173
$3.28M
174
$3.26M
175
$3.19M