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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
NG
426
Norden Group
Utah
$333K -$22.9K -73 -7%
NFP
427
Narus Financial Partners
Utah
$330K – – –
TCA
428
Transcend Capital Advisors
New Jersey
$329K +$65.2K +208 +27%
TI
429
Tidal Investments
Wisconsin
$328K -$508K -1,622 -63%
RIL
430
Rothschild Investment LLC
Illinois
$328K +$302K +965 +13,786%
NA
431
NewEdge Advisors
Louisiana
$325K +$283K +902 +1,503%
VFA
432
Valeo Financial Advisors
Indiana
$319K +$8.46K +27 +3%
IC
433
Inscription Capital
Texas
$314K +$292K +931 New
PWM
434
Perigon Wealth Management
California
$314K +$292K +931 New
IWC
435
Integrated Wealth Concepts
Massachusetts
$313K +$291K +929 New
FFM
436
Forum Financial Management
Illinois
$313K +$313 +1 +0.1%
OAM
437
Oppenheimer Asset Management
New York
$312K -$196K -627 -40%
DP
438
Dundas Partners
United Kingdom
$309K +$287K +917 New
WANY
439
Wealthspire Advisors (New York)
New York
$308K -$20.7K -66 -7%
PCM
440
Prelude Capital Management
New York
$307K +$5.33K +17 +2%
PAS
441
Park Avenue Securities
New York
$306K -$21.6K -69 -7%
PA
442
Profund Advisors
Maryland
$305K +$21.9K +70 +8%
CIBC World Market
443
CIBC World Market
Ontario, Canada
$303K +$282K +899 New
BTI
444
Blue Trust Inc
Georgia
$303K -$29.8K -95 -10%
MYAM
445
Meiji Yasuda Asset Management
Japan
$303K +$11K +35 +4%
JTWM
446
Jackson Thornton Wealth Management
Alabama
$302K +$298K +951 New
P
447
&Partners
Tennessee
$301K +$280K +893 New
ECM
448
Everence Capital Management
Indiana
$297K – – –
JFG
449
Jefferies Financial Group
New York
$294K +$23.8K +76 +10%
OR
450
Olympiad Research
Connecticut
$292K +$23.8K +76 +10%
16 17
18
19 20

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.