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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

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:

25% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 103

26% less capital invested

Capital invested by funds: $9.23B → $6.78B (-$2.44B)

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
TRSOTSOK
201
Teachers Retirement System of the State of Kentucky
Kentucky
$2.14M
CPC
202
Consolidated Planning Corp
Georgia
$2.14M
State of New Jersey Common Pension Fund D
203
State of New Jersey Common Pension Fund D
New Jersey
$2.13M
ACM
204
Aster Capital Management
United Arab Emirates
$2.13M
EIM
205
Essex Investment Management
Massachusetts
$2.12M
HSBC Holdings
206
HSBC Holdings
United Kingdom
$2.11M
ASRS
207
Arizona State Retirement System
Arizona
$2.07M
QC
208
Quadrature Capital
United Kingdom
$2.06M
DA
209
Denali Advisors
California
$2.06M
FMI
210
F/M Investments
District of Columbia
$2.05M
HW
211
Hancock Whitney
Mississippi
$2.04M
USCWA
212
U.S. Capital Wealth Advisors
Texas
$2.03M
Zurich Cantonal Bank
213
Zurich Cantonal Bank
Switzerland
$2.01M
PGCM
214
Prescott Group Capital Management
Oklahoma
$1.99M
LSERS
215
Louisiana State Employees Retirement System
Louisiana
$1.98M
Truist Financial
216
Truist Financial
North Carolina
$1.96M
VPIM
217
Vanguard Personalized Indexing Management
California
$1.94M
PEAK6
218
PEAK6
Illinois
$1.92M
YIH
219
Y-Intercept (HK)
Hong Kong
$1.91M
GDP
220
Great Diamond Partners
Maine
$1.9M
CNAM
221
Campbell Newman Asset Management
Wisconsin
$1.9M
Handelsbanken Fonder
222
Handelsbanken Fonder
Sweden
$1.86M
Corient Private Wealth
223
Corient Private Wealth
Florida
$1.86M
FDCDDQ
224
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.85M
ERIC
225
Eagle Rock Investment Company
Georgia
$1.85M