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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
EP
176
Edgestream Partners
New Jersey
$3.83M
PFSRSONJ
177
Police & Firemen's Retirement System of New Jersey
New Jersey
$3.78M
Teacher Retirement System of Texas
178
Teacher Retirement System of Texas
Texas
$3.77M
Wealth Enhancement Advisory Services
179
Wealth Enhancement Advisory Services
Minnesota
$3.59M
William Blair & Company
180
William Blair & Company
Illinois
$3.54M
US Bancorp
181
US Bancorp
Minnesota
$3.5M
Mariner
182
Mariner
Kansas
$3.48M
BCC
183
Bridge City Capital
Oregon
$3.45M
BIM
184
Bridges Investment Management
Nebraska
$3.43M
BCI
185
Brinker Capital Investments
Pennsylvania
$3.42M
YCM
186
Yousif Capital Management
Michigan
$3.41M
SC
187
Savant Capital
Illinois
$3.38M
SFA
188
Sequoia Financial Advisors
Ohio
$3.36M
Mitsubishi UFJ Trust & Banking
189
Mitsubishi UFJ Trust & Banking
Japan
$3.32M
State of New Jersey Common Pension Fund D
190
State of New Jersey Common Pension Fund D
New Jersey
$3.17M
Marshall Wace
191
Marshall Wace
United Kingdom
$3.16M
SA
192
SRH Advisors
Kansas
$3.11M
VPIM
193
Vanguard Personalized Indexing Management
California
$3.03M
SSA
194
Schonfeld Strategic Advisors
New York
$2.98M
AG
195
Algert Global
California
$2.96M
FDCDDQ
196
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.95M
TRSOTSOK
197
Teachers Retirement System of the State of Kentucky
Kentucky
$2.9M
FMI
198
F/M Investments
District of Columbia
$2.87M
EIM
199
Essex Investment Management
Massachusetts
$2.85M
ASRS
200
Arizona State Retirement System
Arizona
$2.85M