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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
First Eagle Investment Management
276
First Eagle Investment Management
New York
$1.38M -$392K -1,252 -23%
SCM
277
Sandler Capital Management
New York
$1.38M -$160K -512 -11%
WG
278
Winton Group
United Kingdom
$1.35M -$7.97M -25,420 -86%
WWM
279
Whalen Wealth Management
Nevada
$1.35M +$953K +3,042 +320%
Prudential Financial
280
Prudential Financial
New Jersey
$1.32M -$5.82M -18,578 -83%
CAU
281
Caxton Associates (UK)
$1.32M +$1.22M +3,899 New
Public Employees Retirement Association of Colorado
282
Public Employees Retirement Association of Colorado
Colorado
$1.31M – – –
LWAM
283
Legacy Wealth Asset Management
Minnesota
$1.29M -$275K -877 -19%
MAM
284
Martingale Asset Management
Massachusetts
$1.28M +$82.7K +264 +7%
Allspring Global Investments
285
Allspring Global Investments
North Carolina
$1.27M +$313 +1 +0%
MFG
286
Merit Financial Group
Georgia
$1.26M +$202K +644 +21%
GDP
287
Great Diamond Partners
Maine
$1.24M +$13.8K +44 +1%
BJL
288
Brighton Jones LLC
Washington
$1.22M +$396K +1,263 +53%
TCPG
289
Trivant Custom Portfolio Group
California
$1.21M -$4.07K -13 -0.4%
ONGA
290
O'Neil Global Advisors
California
$1.21M +$1.12M +3,572 New
MML Investors Services
291
MML Investors Services
Massachusetts
$1.2M -$62.7K -200 -5%
PNC Financial Services Group
292
PNC Financial Services Group
Pennsylvania
$1.18M +$41.7K +133 +4%
FPAS
293
Focus Partners Advisor Solutions
Missouri
$1.17M +$426K +1,360 +59%
Federated Hermes
294
Federated Hermes
Pennsylvania
$1.16M +$28.8K +92 +3%
SA
295
Sanctuary Advisors
Indiana
$1.16M +$62K +198 +6%
Nisa Investment Advisors
296
Nisa Investment Advisors
Missouri
$1.15M – – –
Commonwealth Equity Services
297
Commonwealth Equity Services
Massachusetts
$1.14M -$16.6K -53 -2%
RA
298
Ransom Advisory
Rhode Island
$1.13M -$31.3K -100 -3%
BP
299
BNP Paribas
France
$1.12M -$36K -115 -3%
Baird Financial Group
300
Baird Financial Group
Wisconsin
$1.1M -$126K -402 -11%
10 11
12
13 14

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.