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Evercore
EVR

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
$233M
2
Millennium Management
Millennium Management
New York
$337M
3
Capital International Investors
Capital International Investors
California
$162M
4
Invesco
Invesco
Georgia
$380M
5
William Blair Investment Management
William Blair Investment Management
Illinois
$107M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$22.1M
2
UBS Group
UBS Group
Switzerland
$50M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$4.38M
4
Two Sigma Investments
Two Sigma Investments
New York
$2.5M
5
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$103M
Name Holding Trade Value Shares
Change 		Shares
Change %
HW
201
Hancock Whitney
Mississippi
$2.78M +$26.5K +98 +1%
CNAM
202
Campbell Newman Asset Management
Wisconsin
$2.75M +$182K +675 +7%
LSERS
203
Louisiana State Employees Retirement System
Louisiana
$2.73M +$54K +200 +2%
Truist Financial
204
Truist Financial
North Carolina
$2.72M +$71.6K +265 +3%
Zurich Cantonal Bank
205
Zurich Cantonal Bank
Switzerland
$2.7M -$14.6K -54 -0.5%
LPL Financial
206
LPL Financial
California
$2.64M -$6.16M -22,822 -70%
Pathstone Holdings
207
Pathstone Holdings
New Jersey
$2.6M -$626K -2,318 -19%
Fifth Third Bancorp
208
Fifth Third Bancorp
Ohio
$2.57M +$653K +2,419 +34%
CPC
209
Consolidated Planning Corp
Georgia
$2.54M -$348K -1,289 -12%
ERIC
210
Eagle Rock Investment Company
Georgia
$2.5M – – –
Two Sigma Investments
211
Two Sigma Investments
New York
$2.5M -$103M -380,119 -98%
COPPSERS
212
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.49M +$209K +774 +9%
Northwestern Mutual Wealth Management
213
Northwestern Mutual Wealth Management
Wisconsin
$2.48M -$43.1M -159,465 -95%
Handelsbanken Fonder
214
Handelsbanken Fonder
Sweden
$2.47M -$54K -200 -2%
OSAM
215
O'Shaughnessy Asset Management
Connecticut
$2.45M +$62.1K +230 +3%
Deutsche Bank
216
Deutsche Bank
Germany
$2.4M +$193K +713 +9%
Corient Private Wealth
217
Corient Private Wealth
Florida
$2.39M -$132K -490 -5%
SOMRS
218
State of Michigan Retirement System
Michigan
$2.32M +$27K +100 +1%
SA
219
Shilanski & Associates
Alaska
$2.31M -$32.7K -121 -1%
NMIMC
220
Northwestern Mutual Investment Management Company
Wisconsin
$2.17M +$41.9K +155 +2%
QEI
221
QSV Equity Investors
Illinois
$2.12M -$35.4K -131 -2%
DIA
222
Dana Investment Advisors
Wisconsin
$2.11M -$123K -457 -6%
SIG
223
Sargent Investment Group
Maryland
$2.1M -$5.69K -19 -0.3%
NAAA
224
New Age Alpha Advisors
New York
$2.1M +$158K +586 +8%
Bank of Montreal
225
Bank of Montreal
Ontario, Canada
$2.09M -$149K -552 -7%
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