EVR icon

Evercore

563 hedge funds and large institutions have $9.66B invested in Evercore in 2025 Q2 according to their latest regulatory filings, with 116 funds opening new positions, 196 increasing their positions, 189 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more first-time investments, than exits

New positions opened: | Existing positions closed:

5.64% more ownership

Funds ownership: 86.9%92.54% (+5.6%)

3% more funds holding

Funds holding: 548563 (+15)

4% more repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 189

Holders
563
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$82.8M
Puts
$47.5M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MIM
151
MetLife Investment Management
New Jersey
$5.23M
AWM
152
Axxcess Wealth Management
California
$5.16M
Ohio Public Employees Retirement System (OPERS)
153
Ohio Public Employees Retirement System (OPERS)
Ohio
$5.15M
ZIM
154
Zacks Investment Management
Illinois
$5.08M
GC
155
Guggenheim Capital
Illinois
$5.02M
BMSSC
156
B. Metzler seel. Sohn & Co
Germany
$4.92M
Carson Wealth (CWM LLC)
157
Carson Wealth (CWM LLC)
Nebraska
$4.87M
MOACM
158
Mutual of America Capital Management
New York
$4.83M
TCG
159
Tremblant Capital Group
Florida
$4.69M
BCPE
160
Bain Capital Public Equity
Massachusetts
$4.63M
CWM
161
Centric Wealth Management
Illinois
$4.6M
Universal-Beteiligungs- und Servicegesellschaft
162
Universal-Beteiligungs- und Servicegesellschaft
Germany
$4.55M
AB
163
Amalgamated Bank
New York
$4.54M
Citigroup
164
Citigroup
New York
$4.52M
Qube Research & Technologies (QRT)
165
Qube Research & Technologies (QRT)
United Kingdom
$4.38M
PGCM
166
Prescott Group Capital Management
Oklahoma
$4.36M
EAM
167
EFG Asset Management
Oregon
$4.14M
BNP Paribas Financial Markets
168
BNP Paribas Financial Markets
France
$4.09M
ASN
169
Advisory Services Network
Georgia
$4.06M
HA
170
Harbor Advisors
Florida
$4.05M
PD
171
Point72 (DIFC)
United Arab Emirates
$3.97M
State of Tennessee, Department of Treasury
172
State of Tennessee, Department of Treasury
Tennessee
$3.88M
Comerica Bank
173
Comerica Bank
Texas
$3.87M
Verition Fund Management
174
Verition Fund Management
Connecticut
$3.86M
FCM
175
Fieldview Capital Management
Michigan
$3.83M