EVR icon

Evercore
EVR

Overview Fund Activity

560 hedge funds and large institutions have $9.65B invested in Evercore in 2025 Q2 according to their latest regulatory filings, with 116 funds opening new positions, 195 increasing their positions, 188 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
560
Holders Change
+12
Holders Change %
+2.19%
% of All Funds
7.51%
Holding in Top 10
8
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+166.67%
% of All Funds
0.11%
New
116
Increased
195
Reduced
188
Closed
98
Calls
$82.8M
Puts
$47.5M
Net Calls
+$35.2M
Net Calls Change
+$31.6M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$180M
2
Millennium Management
Millennium Management
New York
+$172M
3
Capital International Investors
Capital International Investors
California
+$162M
4
Invesco
Invesco
Georgia
+$146M
5
William Blair Investment Management
William Blair Investment Management
Illinois
+$107M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$164M
2
UBS Group
UBS Group
Switzerland
-$161M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$132M
4
Two Sigma Investments
Two Sigma Investments
New York
-$103M
5
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$82.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.04B -$6.82M -25,265 -0.7%
BlackRock
2
BlackRock
New York
$964M -$84K -311 -0%
Boston Partners
3
Boston Partners
Massachusetts
$465M +$49M +181,137 +12%
Invesco
4
Invesco
Georgia
$380M +$146M +540,401 +62%
Millennium Management
5
Millennium Management
New York
$337M +$172M +636,871 +104%
State Street
6
State Street
Massachusetts
$305M -$2.29M -8,491 -0.7%
TD Asset Management
7
TD Asset Management
Ontario, Canada
$258M +$100M +372,036 +64%
AQR Capital Management
8
AQR Capital Management
Connecticut
$236M +$104M +386,479 +79%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$233M +$180M +666,897 +342%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$225M +$16.1M +59,611 +8%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$177M +$38.1M +141,174 +28%
Morgan Stanley
12
Morgan Stanley
New York
$172M -$19.4M -71,782 -10%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$169M +$17.8M +65,797 +12%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$164M -$11.3M -41,853 -6%
Capital International Investors
15
Capital International Investors
California
$162M +$162M +601,048 New
Norges Bank
16
Norges Bank
Norway
$157M +$157M +581,678 New
Wellington Management Group
17
Wellington Management Group
Massachusetts
$152M +$106M +394,040 +232%
BG
18
Bahl & Gaynor
Ohio
$125M +$4.61M +17,056 +4%
EC
19
Eminence Capital
New York
$121M -$23.6M -87,327 -16%
William Blair Investment Management
20
William Blair Investment Management
Illinois
$107M +$107M +395,088 New
Fuller & Thaler Asset Management
21
Fuller & Thaler Asset Management
California
$103M -$82.2M -304,515 -44%
CCM
22
Channing Capital Management
Illinois
$98.2M +$88.3M +326,828 +886%
Charles Schwab
23
Charles Schwab
California
$97.8M +$1.74M +6,429 +2%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$96.6M -$5.85M -21,650 -6%
Fisher Asset Management
25
Fisher Asset Management
Washington
$86.3M -$9.57M -35,446 -10%
1
2 3 4 5