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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
Acadian Asset Management
401
Acadian Asset Management
Massachusetts
$380K +$354K +1,129 New
PHS
402
Pekin Hardy Strauss
Illinois
$379K -$7.83K -25 -2%
FM
403
Foster & Motley
Ohio
$379K -$91.8K -293 -21%
ECA
404
Elevated Capital Advisors
Utah
$376K +$349K +1,115 New
SI
405
Stephens Inc
Arkansas
$374K -$3.13K -10 -0.9%
AWA
406
Aaron Wealth Advisors
Illinois
$374K +$347K +1,108 New
BHCM
407
Brevan Howard Capital Management
Jersey
$372K -$1.69M -5,382 -83%
M&T Bank
408
M&T Bank
New York
$366K -$194K -619 -36%
KBC Group
409
KBC Group
Belgium
$366K +$31.3K +100 +10%
EW
410
Evoke Wealth
California
$365K +$14.4K +46 +4%
WA
411
Waddell & Associates
Tennessee
$357K +$332K +1,058 New
GIA
412
Gateway Investment Advisers
Ohio
$354K – – –
CWM
413
Centurion Wealth Management
Virginia
$354K +$329K +1,050 New
GI
414
GAMMA Investing
California
$354K +$44.2K +141 +16%
HIS
415
Harvest Investment Services
Illinois
$353K +$328K +1,047 New
AFG
416
Atomi Financial Group
New York
$351K +$44.8K +143 +16%
SAG
417
SageView Advisory Group
California
$350K +$326K +1,039 New
TFA
418
Transamerica Financial Advisors
Florida
$346K +$322K +1,027 New
GWMR
419
GC Wealth Management RIA
Massachusetts
$345K +$321K +1,023 New
LTAS
420
Linden Thomas Advisory Services
North Carolina
$344K -$3.45K -11 -1%
SWP
421
Sagespring Wealth Partners
Tennessee
$343K +$23.5K +75 +8%
CC
422
Courier Capital
New York
$337K – – –
HWMO
423
Heritage Wealth Management (Ohio)
Ohio
$337K – – –
VI
424
Versor Investments
New York
$337K +$313K +1,000 New
MAP
425
Moody Aldrich Partners
Massachusetts
$334K -$940 -3 -0.3%
15 16
17
18 19

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.