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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
DAS
301
Dynamic Advisor Solutions
Arizona
$1.1M -$243K -774 -19%
LFA
302
Legend Financial Advisors
Pennsylvania
$1.09M +$12.5K +40 +1%
Osaic Holdings
303
Osaic Holdings
Arizona
$1.07M +$264K +841 +35%
HEIP
304
Hudson Edge Investment Partners
New Jersey
$1.07M -$62K -198 -6%
AI
305
Atria Investments
North Carolina
$1.05M +$531K +1,696 +119%
ZBNA
306
Zions Bancorporation, National Association
Utah
$1.05M +$19.4K +62 +2%
EMAM
307
Encompass More Asset Management
California
$1.03M +$960K +3,063 New
CCM
308
Coldstream Capital Management
Washington
$1.02M +$55.5K +177 +6%
Swedbank
309
Swedbank
Sweden
$1.01M – – –
PCM
310
PenderFund Capital Management
British Columbia, Canada
$1.01M +$940K +3,000 New
BPC
311
Banque Pictet & Cie
Switzerland
$982K -$5.64K -18 -0.6%
IB
312
Intrust Bank
Kansas
$978K -$5.33K -17 -0.6%
SAM
313
Securian Asset Management
Minnesota
$975K +$43.6K +139 +5%
ORC
314
O'Rourke & Company
Massachusetts
$948K -$50.8K -162 -5%
KF
315
Krilogy Financial
Missouri
$947K +$977K +3,119 New
Janney Montgomery Scott
316
Janney Montgomery Scott
Pennsylvania
$906K -$23.5K -75 -3%
VAS
317
Vestmark Advisory Solutions
Massachusetts
$897K -$773K -2,466 -48%
BFPW
318
BOK Financial Private Wealth
Colorado
$892K -$25.7K -82 -3%
VA
319
Vident Advisory
Georgia
$888K +$28.8K +92 +4%
ET
320
Entropy Technologies
New York
$877K +$815K +2,600 New
SCM
321
Sterling Capital Management
North Carolina
$846K -$68.6K -219 -8%
EH
322
Equitable Holdings
New York
$814K +$25.1K +80 +3%
CGH
323
Crossmark Global Holdings
Texas
$763K +$13.5K +43 +2%
KeyBank National Association
324
KeyBank National Association
Ohio
$724K +$3.76K +12 +0.6%
ACP
325
Aviance Capital Partners
Florida
$718K -$75.2K -240 -10%
11 12
13
14 15

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.