Evercore
565 hedge funds and large institutions have $9.65B invested in Evercore in 2025 Q2 according to their latest regulatory filings, with 117 funds opening new positions, 197 increasing their positions, 189 reducing their positions, and 100 closing their positions.
167% more funds holding in top 10
Funds holding in top 10: 3 → 8 (+5)
74% more call options, than puts
Call options by funds: $82.8M | Put options by funds: $47.5M
40% more capital invested
Capital invested by funds: $6.87B → $9.65B (+$2.78B)
17% more first-time investments, than exits
New positions opened: 117 | Existing positions closed: 100
4.38% more ownership
Funds ownership: 88% → 92.39% (+4.4%)
3% more funds holding
Funds holding: 551 → 565 (+14)
4% more repeat investments, than reductions
Existing positions increased: 197 | Existing positions reduced: 189
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$147M |
| 2 |
Millennium Management
New York
|
+$140M |
| 3 |
Capital International Investors
Los Angeles,
California
|
+$132M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$119M |
| 5 |
William Blair Investment Management
Chicago,
Illinois
|
+$86.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$134M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$131M |
| 3 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$108M |
| 4 |
Two Sigma Investments
New York
|
-$83.6M |
| 5 |
Fuller & Thaler Asset Management
San Mateo,
California
|
-$67M |
EVR Hedge Fund Activity: Q2 2025 in Review
565 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Evercore (EVR) for Q2 2025, worth a combined $9.65B — up 40% from $6.87B a quarter earlier.
Buyers outnumbered sellers: 117 funds opened new EVR positions and 100 closed out — a net gain of 17 holders — while 197 added to existing stakes and 189 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $147M. The largest seller was Massachusetts Financial Services, cutting an estimated $134M.
- 565 institutional investors held Evercore (EVR) as of Q2 2025, up from 551 in Q1 2025.
- Funds reported $9.65B of Evercore stock for Q2 2025, up 40% quarter-over-quarter.
- 117 funds opened new Evercore positions in Q2 2025 and 100 closed out, a net change of +17 holders.
- The largest Evercore buyer in Q2 2025 was Fidelity Investments, an estimated $147M added.
- The largest Evercore seller in Q2 2025 was Massachusetts Financial Services, an estimated $134M sold.
Based on aggregated 13F filings for Q2 2025.