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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
IHL
451
Investment House LLC
California
$287K – – –
WPC
452
Wedmont Private Capital
Pennsylvania
$285K +$6.27K +20 +2%
OC
453
Oppenheimer & Co
New York
$284K +$2.82K +9 +1%
LNWWM
454
Laird Norton Wetherby Wealth Management
California
$279K +$5.64K +18 +2%
KCM
455
Kendall Capital Management
Maryland
$278K -$17.2K -55 -6%
BMWM
456
Brown Miller Wealth Management
Virginia
$272K +$253K +807 New
WA
457
Wealthstream Advisors
New York
$272K +$3.13K +10 +1%
PPW
458
Parcion Private Wealth
Washington
$270K +$251K +801 New
PS
459
Planned Solutions
California
$270K – – –
AB
460
ANB Bank
Colorado
$269K +$250K +797 New
ISL
461
Ingalls & Snyder LLC
New York
$266K – – –
BEI
462
Benjamin Edwards Inc
Missouri
$265K +$247K +787 New
WT
463
Whittier Trust
California
$262K – – –
AF
464
Allworth Financial
California
$257K +$98.4K +314 +70%
JIC
465
Joel Isaacson & Co
New York
$256K +$627 +2 +0.3%
M
466
MATAURO
New York
$256K -$37K -118 -13%
VT
467
Vise Technologies
New York
$255K +$237K +757 New
DWM
468
Destination Wealth Management
California
$255K +$237K +755 New
SFC
469
SYM Financial Corp
Indiana
$252K +$234K +747 New
Lido Advisors
470
Lido Advisors
California
$252K +$234K +746 New
MAS
471
Meeder Advisory Services
Ohio
$251K +$233K +744 New
SF
472
Symphony Financial
Texas
$241K +$224K +715 New
CPA
473
Capital Performance Advisors
California
$239K +$222K +709 New
TPI
474
Trust Point Inc
Wisconsin
$238K +$221K +706 New
VCM
475
Voleon Capital Management
California
$236K +$220K +701 New
17 18
19
20 21

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.