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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
ACIM
476
Azimuth Capital Investment Management
Michigan
$236K +$219K +700 New
AT
477
Arlington Trust
Alabama
$236K – – –
UCFA
478
United Capital Financial Advisors
Texas
$234K +$218K +695 New
CFG
479
Cooper Financial Group
California
$234K +$217K +693 New
OIA
480
OneDigital Investment Advisors
Kansas
$232K +$216K +689 New
RGF
481
Retirement Guys Formula
Ohio
$230K -$52K -166 -20%
WA
482
Waverly Advisors
Alabama
$228K +$212K +677 New
DA
483
Denali Advisors
California
$228K -$206K -656 -49%
A
484
AlphaQuest
New York
$227K -$12.2K -39 -5%
Sumitomo Mitsui Trust Group
485
Sumitomo Mitsui Trust Group
Japan
$226K +$210K +670 New
ATC
486
Argent Trust Co
Tennessee
$226K +$210K +669 New
AHL
487
Abel Hall LLC
Louisiana
$225K +$209K +668 New
Rafferty Asset Management
488
Rafferty Asset Management
New York
$225K +$209K +667 New
DFCM
489
Dark Forest Capital Management
Puerto Rico
$224K +$208K +663 New
KFSC
490
Keystone Financial Services (Colorado)
Colorado
$222K +$207K +659 New
MA
491
Mutual Advisors
Nebraska
$221K +$218K +695 New
BAAM
492
Baker Avenue Asset Management
California
$218K +$202K +646 New
CIM
493
Cambria Investment Management
California
$217K +$202K +644 New
CC
494
Cypress Capital
Tennessee
$216K +$201K +641 New
HIP
495
HUB Investment Partners
Texas
$215K +$200K +637 New
MNBTD
496
Moody National Bank Trust Division
Texas
$215K +$199K +636 New
GHA
497
GW Henssler & Associates
Georgia
$214K +$198K +633 New
VI
498
Vestcor Inc
New Brunswick, Canada
$212K -$557K -1,779 -74%
HWM
499
Hohimer Wealth Management
Washington
$210K +$195K +622 New
BIG
500
Brooklyn Investment Group
New York
$209K – – –
18 19
20
21 22

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.