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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
C
526
Covestor
United Kingdom
$78K +$35.4K +113 +96%
S
527
SignatureFD
Georgia
$74.9K +$2.19K +7 +3%
Bessemer Group
528
Bessemer Group
New Jersey
$72K +$12.2K +39 +22%
CA
529
Clearstead Advisors
Ohio
$67.1K -$11.9K -38 -16%
PFBT
530
Parkside Financial Bank & Trust
Missouri
$66.1K -$147K -470 -71%
RFP
531
Root Financial Partners
California
$66.1K +$61.4K +196 New
SAM
532
Smartleaf Asset Management
Massachusetts
$63K +$22.9K +73 +65%
PSB
533
Piscataqua Savings Bank
New Hampshire
$60.7K – – –
FHC
534
First Horizon Corporation
Tennessee
$57.7K +$53.6K +171 New
HNB
535
Huntington National Bank
Ohio
$57K -$74.9K -239 -59%
AssetMark Inc
536
AssetMark Inc
California
$54.3K -$1.57K -5 -3%
MPW
537
MASECO Private Wealth
$53.9K +$313 +1 +0.6%
PS
538
Principal Securities
Iowa
$52.6K +$14.1K +45 +41%
CFB
539
Cullen/Frost Bankers
Texas
$48K -$26.3K -84 -37%
AA
540
Addison Advisors
Vermont
$47.2K +$5.01K +16 +13%
QC
541
Quent Capital
New York
$45.9K +$42.6K +136 New
KFI
542
Key Financial Inc
Pennsylvania
$45.3K -$4.7K -15 -10%
LI
543
LRI Investments
Florida
$43.6K – – –
OCM
544
Osterweis Capital Management
California
$40.5K – – –
CTC
545
Central Trust Company
Missouri
$37.1K +$34.5K +110 New
BIA
546
Bell Investment Advisors
California
$35.8K -$4.39K -14 -12%
SIC
547
SJS Investment Consulting
Ohio
$35.4K +$31.3K +100 +2,000%
NS
548
NBC Securities
Alabama
$34.1K -$5.33K -17 -14%
DB
549
Danske Bank
Denmark
$33.7K – – –
HC
550
Hurley Capital
New York
$29.1K – – –
20 21
22
23 24

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.