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Evercore

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: 89 (+1)

11% more funds holding

Funds holding: 565627 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
PA
26
Paralel Advisors
Colorado
$101M
CCM
27
Channing Capital Management
Illinois
$89.9M -$30.5M -97,236 -27%
Bank of America
28
Bank of America
North Carolina
$89.4M -$4.29M -13,706 -5%
Charles Schwab
29
Charles Schwab
California
$88.8M -$31M -98,987 -27%
SIMG
30
Stephens Investment Management Group
Texas
$82.7M -$16.7M -53,170 -18%
Millennium Management
31
Millennium Management
New York
$82.7M -$314M -1,001,688 -80%
Primecap Management
32
Primecap Management
California
$75.7M -$2M -6,370 -3%
Victory Capital Management
33
Victory Capital Management
Texas
$71.5M +$2.61M +8,317 +4%
Macquarie Group
34
Macquarie Group
Australia
$71M +$55.5K +177 +0.1%
Raymond James Financial
35
Raymond James Financial
Florida
$66.5M +$616K +1,967 +1%
Schroder Investment Management Group
36
Schroder Investment Management Group
United Kingdom
$61.4M -$6.51M -20,786 -10%
BNP Paribas Asset Management
37
BNP Paribas Asset Management
France
$59.4M +$33M +105,189 +149%
Balyasny Asset Management
38
Balyasny Asset Management
Illinois
$58.3M -$7.18M -22,909 -12%
Manulife (Manufacturers Life Insurance)
39
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$57.4M -$12.4M -39,537 -19%
GACM
40
Global Alpha Capital Management
Quebec, Canada
$54.8M -$282K -900 -0.6%
Artisan Partners
41
Artisan Partners
Wisconsin
$54.2M +$50.3M +160,544 New
Franklin Resources
42
Franklin Resources
California
$52M +$2.92M +9,309 +6%
TCM
43
TimesSquare Capital Management
New York
$50.2M +$13.6M +43,336 +41%
ACL
44
Azora Capital LP
Florida
$43.5M +$40.4M +128,954 New
RA
45
Royce & Associates
New York
$41.6M -$7.13M -22,752 -16%
ProShare Advisors
46
ProShare Advisors
Maryland
$39.4M -$18.6M -59,345 -34%
AIM
47
Artemis Investment Management
United Kingdom
$37.7M +$35M +111,644 New
QCM
48
Quantinno Capital Management
New York
$37.6M +$5.48M +17,501 +19%
WCM Investment Management
49
WCM Investment Management
California
$37.4M -$177K -564 -0.5%
CRM
50
Cramer Rosenthal McGlynn
Connecticut
$37.3M -$6.98M -22,272 -17%