Evercore
618 hedge funds and large institutions have $11.7B invested in Evercore in 2025 Q3 according to their latest regulatory filings, with 125 funds opening new positions, 216 increasing their positions, 190 reducing their positions, and 58 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more call options, than puts
Call options by funds: $ | Put options by funds: $
more capital invested
Capital invested by funds: $ → $
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
13% more funds holding in top 10
Funds holding in top 10: 8 → 9 (+1)
10% more funds holding
Funds holding: 563 → 618 (+55)
2.7% less ownership
Funds ownership: 92.54% → 89.84% (-2.7%)
Holders
618
Holding in Top 10
9
Calls
$41.7M
Puts
$28.2M
Top Buyers
| 1 | +$492M | |
| 2 | +$76.6M | |
| 3 | +$75.8M | |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$73.3M |
| 5 |
BCPEMI
Bain Capital Public Equity Management II
Boston,
Massachusetts
|
+$63M |
Top Sellers
| 1 | -$338M | |
| 2 | -$159M | |
| 3 | -$121M | |
| 4 |
BTW
Boston Trust Walden
Boston,
Massachusetts
|
-$56.5M |
| 5 |
Holocene Advisors
New York
|
-$55.1M |
