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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
CAPTRUST Financial Advisors
201
CAPTRUST Financial Advisors
North Carolina
$2.81M
HW
202
Hancock Whitney
Mississippi
$2.78M
CNAM
203
Campbell Newman Asset Management
Wisconsin
$2.75M
LSERS
204
Louisiana State Employees Retirement System
Louisiana
$2.73M
Truist Financial
205
Truist Financial
North Carolina
$2.72M
Zurich Cantonal Bank
206
Zurich Cantonal Bank
Switzerland
$2.7M
LPL Financial
207
LPL Financial
California
$2.64M
Pathstone Holdings
208
Pathstone Holdings
New Jersey
$2.6M
Fifth Third Bancorp
209
Fifth Third Bancorp
Ohio
$2.57M
CPC
210
Consolidated Planning Corp
Georgia
$2.54M
ERIC
211
Eagle Rock Investment Company
Georgia
$2.5M
Two Sigma Investments
212
Two Sigma Investments
New York
$2.5M
COPPSERS
213
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.49M
Northwestern Mutual Wealth Management
214
Northwestern Mutual Wealth Management
Wisconsin
$2.48M
Handelsbanken Fonder
215
Handelsbanken Fonder
Sweden
$2.47M
OSAM
216
O'Shaughnessy Asset Management
Connecticut
$2.45M
Deutsche Bank
217
Deutsche Bank
Germany
$2.4M
Corient Private Wealth
218
Corient Private Wealth
Florida
$2.39M
SOMRS
219
State of Michigan Retirement System
Michigan
$2.32M
SA
220
Shilanski & Associates
Alaska
$2.31M
NMIMC
221
Northwestern Mutual Investment Management Company
Wisconsin
$2.17M
QEI
222
QSV Equity Investors
Illinois
$2.12M
DIA
223
Dana Investment Advisors
Wisconsin
$2.11M
SIG
224
Sargent Investment Group
Maryland
$2.1M
NAAA
225
New Age Alpha Advisors
New York
$2.1M