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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
SF
326
Summit Financial
New Jersey
$712K -$12.5K -40 -2%
MOS
327
MGO One Seven
Ohio
$709K +$658K +2,101 New
HWM
328
HB Wealth Management
Georgia
$703K +$226K +722 +53%
Daiwa Securities Group
329
Daiwa Securities Group
Japan
$702K +$652K +2,080 New
SG Americas Securities
330
SG Americas Securities
New York
$701K -$148K -472 -19%
XT
331
XTX Topco
Cayman Islands
$700K +$651K +2,076 New
PC
332
Pier Capital
Connecticut
$699K -$506K -1,614 -44%
SAI
333
Savvy Advisors Inc
New York
$698K +$160K +510 +33%
P
334
Pitcairn
Pennsylvania
$687K -$118K -375 -16%
PWS
335
Precision Wealth Strategies
Missouri
$687K +$638K +2,036 New
JSW
336
Journey Strategic Wealth
New Jersey
$685K -$61.1K -195 -9%
PP
337
PDT Partners
New York
$675K – – –
CL
338
Choreo LLC
Illinois
$672K -$197K -629 -24%
FHA
339
Flagship Harbor Advisors
Massachusetts
$670K -$48.9K -156 -7%
JF
340
Jump Financial
Illinois
$659K +$612K +1,953 New
URS
341
Utah Retirement Systems
Utah
$657K – – –
APWM
342
Argonautica Private Wealth Management
Massachusetts
$653K – – –
HR
343
Hardy Reed
Mississippi
$625K – – –
MSRPS
344
Maryland State Retirement & Pension System
Maryland
$620K +$51.1K +163 +10%
HIM
345
Hanlon Investment Management
New Jersey
$614K +$570K +1,820 New
CTC
346
Cetera Trust Company
Minnesota
$614K – – –
CB
347
Commerce Bank
Missouri
$600K -$26K -83 -4%
SLAM
348
Swiss Life Asset Management
$600K +$265K +845 +90%
CG
349
Caprock Group
Idaho
$589K +$573K +1,827 New
EWM
350
Evercore Wealth Management
New York
$580K – – –
12 13
14
15 16

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.