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Evercore

627 hedge funds and large institutions have $11.7B invested in Evercore in 2025 Q3 according to their latest regulatory filings, with 126 funds opening new positions, 220 increasing their positions, 190 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 57

48% more call options, than puts

Call options by funds: $41.7M | Put options by funds: $28.2M

21% more capital invested

Capital invested by funds: $9.65B → $11.7B (+$2.06B)

16% more repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 190

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

11% more funds holding

Funds holding: 565627 (+62)

2.47% less ownership

Funds ownership: 92.39%89.91% (-2.5%)

Holders
627
Holders Change
+62
Holders Change %
+10.97%
% of All Funds
8.23%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
126
Increased
220
Reduced
190
Closed
57
Calls
$41.7M
Puts
$28.2M
Net Calls
+$13.5M
Net Calls Change
-$21.7M
Name Holding Trade Value Shares
Change
Change in
Stake
NMERB
226
New Mexico Educational Retirement Board
New Mexico
$2.7M +$219K +700 +10%
Credit Agricole
227
Credit Agricole
France
$2.7M +$2.51M +7,996 New
Pathstone Holdings
228
Pathstone Holdings
New Jersey
$2.61M -$591K -1,885 -20%
OPERF
229
Oregon Public Employees Retirement Fund
Oregon
$2.61M +$111K +354 +5%
HIMS
230
Hager Investment Management Services
New Hampshire
$2.6M +$364K +1,162 +18%
NAAA
231
New Age Alpha Advisors
New York
$2.55M -$69.6K -222 -3%
CPC
232
Consolidated Planning Corp
Georgia
$2.54M -$586K -1,870 -20%
Cetera Investment Advisers
233
Cetera Investment Advisers
Illinois
$2.48M +$935K +2,984 +68%
DCM
234
DGS Capital Management
New Jersey
$2.48M +$126K +401 +6%
II
235
Inspire Investing
Idaho
$2.46M +$906K +2,891 +66%
SSA
236
Schonfeld Strategic Advisors
New York
$2.45M -$1.19M -3,787 -34%
AIP
237
Ameritas Investment Partners
Nebraska
$2.44M +$84.3K +269 +4%
HW
238
Hancock Whitney
Mississippi
$2.42M -$986K -3,145 -31%
WTA
239
Washington Trust Advisors
Massachusetts
$2.38M
SIG
240
Sargent Investment Group
Maryland
$2.36M
MCM
241
Monument Capital Management
Virginia
$2.34M +$2.17M +6,938 New
SDIC
242
South Dakota Investment Council
South Dakota
$2.3M
AAM
243
Advisors Asset Management
Colorado
$2.25M +$113K +361 +6%
PCA
244
Pallas Capital Advisors
Massachusetts
$2.22M +$2.82K +9 +0.1%
DIA
245
Dana Investment Advisors
Wisconsin
$2.19M -$414K -1,322 -17%
HighTower Advisors
246
HighTower Advisors
Illinois
$2.18M +$40.7K +130 +2%
RCM
247
Radnor Capital Management
Pennsylvania
$2.18M -$36K -115 -2%
PCM
248
Princeton Capital Management
New Jersey
$2.16M -$17.9K -57 -0.9%
PIWA
249
Prevail Innovative Wealth Advisors
Kansas
$2.08M +$1.94M +6,180 New
CB
250
Cadence Bank
Mississippi
$2.01M