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Evercore

548 hedge funds and large institutions have $6.77B invested in Evercore in 2025 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 226 increasing their positions, 182 reducing their positions, and 104 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:

27% less capital invested

Capital invested by funds: $9.23B → $6.77B (-$2.46B)

29% less first-time investments, than exits

New positions opened: 74 | Existing positions closed: 104

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
201
$2.14M
202
$2.13M
203
$2.13M
204
$2.12M
205
$2.11M
206
$2.07M
207
$2.06M
208
$2.06M
209
$2.05M
210
$2.04M
211
$2.03M
212
$2.01M
213
$1.99M
214
$1.98M
215
$1.96M
216
$1.94M
217
$1.92M
218
$1.91M
219
$1.9M
220
$1.9M
221
$1.86M
222
$1.86M
223
$1.85M
224
$1.85M
225
$1.81M