Evercore
551 hedge funds and large institutions have $6.87B invested in Evercore in 2025 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 227 increasing their positions, 182 reducing their positions, and 103 closing their positions.
25% more repeat investments, than reductions
Existing positions increased: 227 | Existing positions reduced: 182
10% more call options, than puts
Call options by funds: $41.5M | Put options by funds: $37.9M
0.58% more ownership
Funds ownership: 87.42% → 88% (+0.58%)
5% less funds holding
Funds holding: 583 → 551 (-32)
26% less capital invested
Capital invested by funds: $9.23B → $6.87B (-$2.36B)
26% less first-time investments, than exits
New positions opened: 76 | Existing positions closed: 103
50% less funds holding in top 10
Funds holding in top 10: 6 → 3 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$150M |
| 2 |
Millennium Management
New York
|
+$135M |
| 3 |
EC
Eminence Capital
New York
|
+$133M |
| 4 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$86.9M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
+$69.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$209M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$171M |
| 3 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$157M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$139M |
| 5 |
TD Asset Management
Toronto,
Ontario, Canada
|
-$92.9M |
EVR Hedge Fund Activity: Q1 2025 in Review
551 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Evercore (EVR) for Q1 2025, worth a combined $6.87B — down 26% from $9.23B a quarter earlier.
Sellers outnumbered buyers: 103 funds closed out of EVR and 76 opened new positions — a net loss of 27 holders — while 182 trimmed existing stakes and 227 added.
The largest buyer was UBS Group, adding an estimated $150M. The largest seller was Fidelity Investments, cutting an estimated $209M.
- 551 institutional investors held Evercore (EVR) as of Q1 2025, down from 583 in Q4 2024.
- Funds reported $6.87B of Evercore stock for Q1 2025, down 26% quarter-over-quarter.
- 76 funds opened new Evercore positions in Q1 2025 and 103 closed out, a net change of -27 holders.
- The largest Evercore buyer in Q1 2025 was UBS Group, an estimated $150M added.
- The largest Evercore seller in Q1 2025 was Fidelity Investments, an estimated $209M sold.
Based on aggregated 13F filings for Q1 2025.