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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
IC
176
IEQ Capital
California
$3.16M
CWM
177
Centric Wealth Management
Illinois
$3.06M
HA
178
Harbor Advisors
Florida
$3M
Teacher Retirement System of Texas
179
Teacher Retirement System of Texas
Texas
$2.94M
Comerica Bank
180
Comerica Bank
Texas
$2.91M
State of Tennessee, Department of Treasury
181
State of Tennessee, Department of Treasury
Tennessee
$2.87M
AIMCA
182
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2.78M
TCG
183
Tremblant Capital Group
Florida
$2.76M
Natixis Advisors
184
Natixis Advisors
Massachusetts
$2.62M
EAM
185
EFG Asset Management
Oregon
$2.62M
US Bancorp
186
US Bancorp
Minnesota
$2.6M
PFSRSONJ
187
Police & Firemen's Retirement System of New Jersey
New Jersey
$2.6M
BCC
188
Bridge City Capital
Oregon
$2.59M
SDIC
189
South Dakota Investment Council
South Dakota
$2.56M
YCM
190
Yousif Capital Management
Michigan
$2.53M
Mariner
191
Mariner
Kansas
$2.45M
AU
192
Algebris (UK)
United Kingdom
$2.44M
Pathstone Holdings
193
Pathstone Holdings
New Jersey
$2.38M
SA
194
SRH Advisors
Kansas
$2.38M
Mitsubishi UFJ Trust & Banking
195
Mitsubishi UFJ Trust & Banking
Japan
$2.37M
CC
196
Centiva Capital
New York
$2.33M
OPS
197
Orion Portfolio Solutions
Nebraska
$2.28M
BCI
198
Brinker Capital Investments
Pennsylvania
$2.28M
BIM
199
Bridges Investment Management
Nebraska
$2.2M
PD
200
Point72 (DIFC)
United Arab Emirates
$2.18M