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Evercore
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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
+$180M
2
Millennium Management
Millennium Management
New York
+$172M
3
Capital International Investors
Capital International Investors
California
+$162M
4
Invesco
Invesco
Georgia
+$146M
5
William Blair Investment Management
William Blair Investment Management
Illinois
+$107M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$164M
2
UBS Group
UBS Group
Switzerland
-$161M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$132M
4
Two Sigma Investments
Two Sigma Investments
New York
-$103M
5
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$82.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFSRSONJ
176
Police & Firemen's Retirement System of New Jersey
New Jersey
$3.78M +$270K +1,000 +8%
Teacher Retirement System of Texas
177
Teacher Retirement System of Texas
Texas
$3.77M -$209K -774 -5%
Wealth Enhancement Advisory Services
178
Wealth Enhancement Advisory Services
Minnesota
$3.59M +$2.28M +7,929 +174%
William Blair & Company
179
William Blair & Company
Illinois
$3.54M +$2.97M +11,017 +525%
US Bancorp
180
US Bancorp
Minnesota
$3.5M -$17K -63 -0.5%
Mariner
181
Mariner
Kansas
$3.48M +$168K +622 +5%
BCC
182
Bridge City Capital
Oregon
$3.45M -$49.1K -182 -1%
BIM
183
Bridges Investment Management
Nebraska
$3.43M +$459K +1,700 +15%
BCI
184
Brinker Capital Investments
Pennsylvania
$3.42M +$343K +1,269 +11%
YCM
185
Yousif Capital Management
Michigan
$3.41M -$3.51K -13 -0.1%
SC
186
Savant Capital
Illinois
$3.38M +$1.04M +3,869 +45%
SFA
187
Sequoia Financial Advisors
Ohio
$3.36M +$1.35M +4,985 +67%
Mitsubishi UFJ Trust & Banking
188
Mitsubishi UFJ Trust & Banking
Japan
$3.32M +$118K +438 +4%
State of New Jersey Common Pension Fund D
189
State of New Jersey Common Pension Fund D
New Jersey
$3.17M +$286K +1,061 +10%
Marshall Wace
190
Marshall Wace
United Kingdom
$3.16M -$5.36M -19,847 -63%
SA
191
SRH Advisors
Kansas
$3.11M -$101K -375 -3%
VPIM
192
Vanguard Personalized Indexing Management
California
$3.03M +$407K +1,509 +16%
SSA
193
Schonfeld Strategic Advisors
New York
$2.98M +$1.44M +5,344 +94%
AG
194
Algert Global
California
$2.96M -$2.49M -9,220 -46%
FDCDDQ
195
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.95M +$442K +1,635 +18%
TRSOTSOK
196
Teachers Retirement System of the State of Kentucky
Kentucky
$2.9M – – –
FMI
197
F/M Investments
District of Columbia
$2.87M +$101K +374 +4%
EIM
198
Essex Investment Management
Massachusetts
$2.85M -$19.7K -73 -0.7%
ASRS
199
Arizona State Retirement System
Arizona
$2.85M +$48.6K +180 +2%
CAPTRUST Financial Advisors
200
CAPTRUST Financial Advisors
North Carolina
$2.81M +$1.02M +3,780 +57%
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