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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
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 %
Vanguard Group
1
Vanguard Group
Pennsylvania
$771M +$5.2M +26,014 +0.7%
BlackRock
2
BlackRock
New York
$713M -$602K -3,014 -0.1%
Boston Partners
3
Boston Partners
Massachusetts
$307M +$14.7M +73,895 +5%
State Street
4
State Street
Massachusetts
$227M +$2.73M +13,677 +1%
Invesco
5
Invesco
Georgia
$173M -$111M -556,876 -39%
UBS Group
6
UBS Group
Switzerland
$156M +$120M +600,241 +330%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$154M +$5.54M +27,745 +4%
Morgan Stanley
8
Morgan Stanley
New York
$142M +$38.1M +190,535 +37%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$138M -$16.7M -83,470 -11%
Fuller & Thaler Asset Management
10
Fuller & Thaler Asset Management
California
$137M -$1.39M -6,959 -1%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$129M +$5.73M +28,680 +5%
Millennium Management
12
Millennium Management
New York
$122M +$109M +543,544 +819%
TD Asset Management
13
TD Asset Management
Ontario, Canada
$117M -$74.5M -372,956 -39%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$112M +$17M +84,966 +18%
EC
15
Eminence Capital
New York
$107M +$107M +534,375 New
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$102M +$37.9M +189,837 +59%
Qube Research & Technologies (QRT)
17
Qube Research & Technologies (QRT)
United Kingdom
$101M +$69.7M +348,744 +223%
AQR Capital Management
18
AQR Capital Management
Connecticut
$94.4M +$54.2M +278,940 +134%
BG
19
Bahl & Gaynor
Ohio
$89.4M -$236K -1,182 -0.3%
Two Sigma Investments
20
Two Sigma Investments
New York
$77.8M +$47.7M +238,723 +158%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$75.8M +$2.01M +10,089 +3%
Charles Schwab
22
Charles Schwab
California
$71M -$563K -2,818 -0.8%
Fisher Asset Management
23
Fisher Asset Management
Washington
$70.9M +$7.18M +35,952 +11%
Two Sigma Advisers
24
Two Sigma Advisers
New York
$69.8M +$49.2M +246,200 +238%
Goldman Sachs
25
Goldman Sachs
New York
$62.1M +$1.18M +5,901 +2%