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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
Holders
548
Holders Change
-34
Holders Change %
-5.84%
% of All Funds
7.44%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
77
Increased
225
Reduced
181
Closed
103
Calls
$41.5M
Puts
$37.9M
Net Calls
+$3.66M
Net Calls Change
-$233K
Name Holding Trade Value Shares
Change
Shares
Change %
IC
176
IEQ Capital
California
$3.16M +$1.03M +5,138 +48%
CWM
177
Centric Wealth Management
Illinois
$3.06M +$87.9K +440 +3%
HA
178
Harbor Advisors
Florida
$3M
Teacher Retirement System of Texas
179
Teacher Retirement System of Texas
Texas
$2.94M -$4.15M -20,769 -58%
Comerica Bank
180
Comerica Bank
Texas
$2.91M -$153K -765 -5%
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 -$1.77M -8,870 -39%
TCG
183
Tremblant Capital Group
Florida
$2.76M +$119K +594 +4%
Natixis Advisors
184
Natixis Advisors
Massachusetts
$2.62M -$316K -1,583 -11%
EAM
185
EFG Asset Management
Oregon
$2.62M -$475K -2,380 -15%
US Bancorp
186
US Bancorp
Minnesota
$2.6M +$44.1K +221 +2%
PFSRSONJ
187
Police & Firemen's Retirement System of New Jersey
New Jersey
$2.6M -$5.59K -28 -0.2%
BCC
188
Bridge City Capital
Oregon
$2.59M -$14.6K -73 -0.6%
SDIC
189
South Dakota Investment Council
South Dakota
$2.56M
YCM
190
Yousif Capital Management
Michigan
$2.53M -$64.1K -321 -2%
Mariner
191
Mariner
Kansas
$2.45M -$577K -2,889 -19%
AU
192
Algebris (UK)
United Kingdom
$2.44M +$2.44M +13,191 New
Pathstone Holdings
193
Pathstone Holdings
New Jersey
$2.38M -$15.2K -76 -0.6%
SA
194
SRH Advisors
Kansas
$2.38M
Mitsubishi UFJ Trust & Banking
195
Mitsubishi UFJ Trust & Banking
Japan
$2.37M +$410K +2,055 +21%
CC
196
Centiva Capital
New York
$2.33M -$911K -4,560 -28%
OPS
197
Orion Portfolio Solutions
Nebraska
$2.28M -$129K -645 -5%
BCI
198
Brinker Capital Investments
Pennsylvania
$2.28M -$129K -645 -5%
BIM
199
Bridges Investment Management
Nebraska
$2.2M +$1.16M +5,795 +111%
PD
200
Point72 (DIFC)
United Arab Emirates
$2.18M +$2.18M +10,931 New