We are live on ! Find out more
EVR icon

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
AHC
501
Adell Harriman & Carpenter
Texas
$207K +$192K +613 New
CPBTD
502
Central Pacific Bank - Trust Division
Hawaii
$206K -$31.3K -100 -14%
QFA
503
Quantum Financial Advisors
California
$206K +$191K +610 New
WWC
504
Waypoint Wealth Counsel
Georgia
$203K +$189K +603 New
SCA
505
Snowden Capital Advisors
New York
$203K +$188K +601 New
KWM
506
Kingsview Wealth Management
Oregon
$202K +$188K +599 New
ONB
507
Old National Bancorp
Indiana
$200K +$186K +593 New
TPCW
508
TD Private Client Wealth
New York
$195K -$63.6K -203 -26%
VCM
509
Versant Capital Management
Arizona
$187K +$4.7K +15 +3%
CIBC Private Wealth Group
510
CIBC Private Wealth Group
Georgia
$182K +$43.9K +140 +35%
National Bank of Canada
511
National Bank of Canada
Quebec, Canada
$175K -$83K -265 -34%
GRP
512
Global Retirement Partners
California
$168K +$117K +374 +304%
SOW
513
State of Wyoming
Wyoming
$167K -$508K -1,621 -77%
IA
514
IFP Advisors
Florida
$153K -$116K -371 -45%
SPIA
515
Steward Partners Investment Advisory
New York
$151K +$74.9K +239 +114%
SAM
516
Shell Asset Management
Netherlands
$139K -$206K -656 -61%
FFA
517
Farther Finance Advisors
California
$137K +$56.1K +179 +79%
UB
518
UMB Bank
Missouri
$136K +$1.57K +5 +1%
HFS
519
Hantz Financial Services
Michigan
$124K +$75.5K +241 +191%
Twin Tree Management
520
Twin Tree Management
Texas
$113K -$27M -86,190 -100%
BAMF
521
BI Asset Management Fondsmaeglerselskab
Denmark
$91K – – –
TWD
522
True Wealth Design
Ohio
$85.3K +$50.5K +161 +175%
MPWT
523
MassMutual Private Wealth & Trust
Connecticut
$82K – – –
JFGIW
524
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$80.6K +$74.9K +239 New
W
525
WealthCollab
Washington
$80.3K – – –
19 20
21
22 23

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.