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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
ACM
376
Aster Capital Management
United Arab Emirates
$447K +$416K +1,326 New
PA
377
Parallel Advisors
California
$444K -$3.45K -11 -0.8%
FBT
378
First Bank & Trust
South Dakota
$443K -$74.3K -237 -15%
NAM
379
NorthCrest Asset Manangement
Minnesota
$433K +$418K +1,335 New
SCP
380
Sivia Capital Partners
California
$432K +$44.5K +142 +12%
Jones Financial Companies
381
Jones Financial Companies
Missouri
$431K +$143K +456 +57%
RWM
382
Ritholtz Wealth Management
New York
$430K +$80.8K +258 +25%
SCM
383
Shelton Capital Management
Colorado
$428K – – –
VIM
384
Vinva Investment Management
Australia
$426K +$258K +822 New
IWP
385
Insight Wealth Partners
Texas
$423K +$9.71K +31 +3%
FTWA
386
Fifth Third Wealth Advisors
Ohio
$421K +$6.58K +21 +2%
FCG
387
Fielder Capital Group
Tennessee
$416K +$627 +2 +0.2%
BAM
388
Belpointe Asset Management
Nevada
$410K +$6.58K +21 +2%
FCM
389
Fieldview Capital Management
Michigan
$409K -$4.07M -12,980 -91%
CIBC Asset Management
390
CIBC Asset Management
Ontario, Canada
$402K – – –
C
391
Certuity
Florida
$402K +$29.5K +94 +9%
CIA
392
Caerus Investment Advisors
Texas
$391K +$363K +1,160 New
Walleye Trading
393
Walleye Trading
New York
$391K +$363K +1,158 New
HH
394
Hilltop Holdings
Texas
$387K +$5.01K +16 +1%
OL
395
Optas LLC
Texas
$387K -$2.51K -8 -0.7%
PWG
396
Portside Wealth Group
Utah
$386K -$17.9K -57 -5%
ECM
397
Evergreen Capital Management
Washington
$386K +$358K +1,143 New
NW
398
NewEdge Wealth
Pennsylvania
$384K +$313 +1 +0.1%
CI Investments Inc
399
CI Investments Inc
Ontario, Canada
$382K -$39.8K -127 -10%
EF
400
Empowered Funds
Pennsylvania
$381K +$354K +1,130 New
14 15
16
17 18

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.