We are live on ! Find out more
EVR icon

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
NEI
351
Northwest & Ethical Investments
Ontario, Canada
$579K – – –
EWA
352
EverSource Wealth Advisors
Alabama
$579K +$73K +233 +16%
KCP
353
Kera Capital Partners
California
$574K +$82.4K +263 +18%
GT
354
Greenleaf Trust
Michigan
$572K -$9.4K -30 -2%
Toronto Dominion Bank
355
Toronto Dominion Bank
Ontario, Canada
$569K +$68K +217 +15%
HIA
356
Harbor Investment Advisory
Maryland
$565K +$193K +615 +58%
DWM
357
Dakota Wealth Management
Florida
$558K +$280K +895 +118%
AWM
358
AE Wealth Management
Kansas
$551K -$157K -502 -24%
NP
359
NorthRock Partners
Minnesota
$541K +$196K +624 +64%
Jane Street
360
Jane Street
New York
$528K -$506K -1,615 -51%
DWM
361
Diversify Wealth Management
Utah
$504K -$33.5K -107 -6%
GLA
362
Great Lakes Advisors
Illinois
$504K -$3.76K -12 -0.8%
EI
363
Ethic Inc
New York
$492K +$42.6K +136 +10%
CFO
364
Callan Family Office
Pennsylvania
$492K +$5.64K +18 +1%
QCG
365
Quadrant Capital Group
Ohio
$491K +$7.83K +25 +2%
AV
366
Alamea Verwaltungs
New Jersey
$489K -$9.4K -30 -2%
Aviva
367
Aviva
United Kingdom
$487K -$161K -515 -26%
OF
368
Optimize Financial
California
$478K +$444K +1,416 New
BDFN
369
Bond & Devick Financial Network
Minnesota
$472K – – –
JIC
370
Johnson Investment Counsel
Ohio
$471K +$438K +1,397 New
CPIG
371
Chicago Partners Investment Group
Illinois
$466K +$101K +322 +29%
Kovitz Investment Group Partners
372
Kovitz Investment Group Partners
Illinois
$462K +$429K +1,368 New
Cambridge Investment Research Advisors
373
Cambridge Investment Research Advisors
Iowa
$453K -$9.09K -29 -2%
NWAG
374
Net Worth Advisory Group
Utah
$450K -$22.2K -71 -5%
TRCT
375
Tower Research Capital (TRC)
New York
$448K -$597K -1,906 -59%
13 14
15
16 17

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.