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Evercore
EVR

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: 8 → 9 (+1)

11% more funds holding

Funds holding: 565 → 627 (+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

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$457M
2
TD Asset Management
TD Asset Management
Ontario, Canada
+$71.1M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$70.4M
4
UBS Group
UBS Group
Switzerland
+$68.1M
5
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
+$58.5M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$314M
2
Boston Partners
Boston Partners
Massachusetts
-$148M
3
EC
Eminence Capital
New York
-$121M
4
BTW
Boston Trust Walden
Massachusetts
-$52.5M
5
Holocene Advisors
Holocene Advisors
New York
-$51.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
251
Legato Capital Management
California
$1.98M -$182K -582 -9%
STA
252
Summit Trail Advisors
New York
$1.98M +$818K +2,611 +80%
AG
253
Algert Global
California
$1.94M -$1.63M -5,200 -47%
PCS
254
Private Client Services
Kentucky
$1.91M +$1.78M +5,668 New
VNA
255
Valley National Advisers
Pennsylvania
$1.91M -$37.6K -120 -2%
Pictet Asset Management
256
Pictet Asset Management
Switzerland
$1.87M -$27.3K -87 -2%
MCM
257
MAI Capital Management
Ohio
$1.87M +$1.65M +5,274 +2,068%
C
258
Croban
Ohio
$1.81M -$50.8K -162 -3%
Pacer Advisors
259
Pacer Advisors
Pennsylvania
$1.73M +$622K +1,986 +63%
CCA
260
Catalyst Capital Advisors
New York
$1.72M +$1.6M +5,100 New
QEI
261
QSV Equity Investors
Illinois
$1.72M -$864K -2,758 -35%
SPFA
262
Summit Place Financial Advisors
New Jersey
$1.68M – – –
SIA
263
Sit Investment Associates
Minnesota
$1.64M – – –
AWM
264
Angeles Wealth Management
California
$1.62M – – –
IIM
265
INTECH Investment Management
Florida
$1.62M -$13.4M -42,794 -90%
NFG
266
Nations Financial Group
Iowa
$1.6M +$6.89K +22 +0.5%
IMRF
267
Illinois Municipal Retirement Fund
Illinois
$1.55M -$28.8K -92 -2%
CIP
268
Cornerstone Investment Partners
Georgia
$1.49M +$10.7K +34 +0.8%
BCM
269
Buckhead Capital Management
Georgia
$1.49M – – –
EP
270
Essential Partners
California
$1.45M +$133K +426 +11%
FDS
271
Freedom Day Solutions
Texas
$1.43M +$47.9K +153 +4%
X
272
Xponance
Pennsylvania
$1.42M +$35.4K +113 +3%
VRS
273
Virginia Retirement Systems
Virginia
$1.42M +$1.32M +4,200 New
SOADOR
274
State of Alaska Department of Revenue
Alaska
$1.41M +$37.9K +121 +3%
NIP
275
Nicholas Investment Partners
California
$1.39M +$549K +1,753 +74%
9 10
11
12 13

EVR Hedge Fund Activity: Q3 2025 in Review

627 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Evercore (EVR) for Q3 2025, worth a combined $11.7B — up 21% from $9.65B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new EVR positions and 57 closed out — a net gain of 69 holders — while 220 added to existing stakes and 190 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $457M. The largest seller was Millennium Management, cutting an estimated $314M.

  • 627 institutional investors held Evercore (EVR) as of Q3 2025, up from 565 in Q2 2025.
  • Funds reported $11.7B of Evercore stock for Q3 2025, up 21% quarter-over-quarter.
  • 126 funds opened new Evercore positions in Q3 2025 and 57 closed out, a net change of +69 holders.
  • The largest Evercore buyer in Q3 2025 was Wellington Management Group, an estimated $457M added.
  • The largest Evercore seller in Q3 2025 was Millennium Management, an estimated $314M sold.

Based on aggregated 13F filings for Q3 2025.