EVR icon

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 %
TRSOTSOK
201
Teachers Retirement System of the State of Kentucky
Kentucky
$2.14M -$1.07M -5,336 -33%
CPC
202
Consolidated Planning Corp
Georgia
$2.14M +$452K +2,264 +27%
State of New Jersey Common Pension Fund D
203
State of New Jersey Common Pension Fund D
New Jersey
$2.13M -$283K -1,416 -12%
ACM
204
Aster Capital Management
United Arab Emirates
$2.13M +$1.27M +5,270 +149%
EIM
205
Essex Investment Management
Massachusetts
$2.12M -$17.4K -87 -0.8%
HSBC Holdings
206
HSBC Holdings
United Kingdom
$2.11M +$1M +5,119 +90%
ASRS
207
Arizona State Retirement System
Arizona
$2.07M -$39.1K -196 -2%
QC
208
Quadrature Capital
United Kingdom
$2.06M +$269K +1,346 +15%
DA
209
Denali Advisors
California
$2.06M -$155K -776 -7%
FMI
210
F/M Investments
District of Columbia
$2.05M -$1.45M -7,281 -42%
HW
211
Hancock Whitney
Mississippi
$2.04M -$185K -928 -8%
USCWA
212
U.S. Capital Wealth Advisors
Texas
$2.03M +$14.4K +72 +0.7%
Zurich Cantonal Bank
213
Zurich Cantonal Bank
Switzerland
$2.01M +$96.5K +483 +5%
PGCM
214
Prescott Group Capital Management
Oklahoma
$1.99M
LSERS
215
Louisiana State Employees Retirement System
Louisiana
$1.98M +$20K +100 +1%
Truist Financial
216
Truist Financial
North Carolina
$1.96M +$28.6K +143 +1%
VPIM
217
Vanguard Personalized Indexing Management
California
$1.94M +$207K +1,035 +12%
PEAK6
218
PEAK6
Illinois
$1.92M +$1.92M +9,610 New
YIH
219
Y-Intercept (HK)
Hong Kong
$1.91M +$494K +2,475 +35%
GDP
220
Great Diamond Partners
Maine
$1.9M +$16.2K +81 +0.9%
CNAM
221
Campbell Newman Asset Management
Wisconsin
$1.9M -$8.79K -44 -0.5%
Handelsbanken Fonder
222
Handelsbanken Fonder
Sweden
$1.87M
Corient Private Wealth
223
Corient Private Wealth
Florida
$1.86M +$70.9K +355 +4%
FDCDDQ
224
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.85M +$299K +1,497 +19%
ERIC
225
Eagle Rock Investment Company
Georgia
$1.85M +$999 +5 +0.1%