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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
RA
551
Rise Advisors
New York
$28.5K +$313 +1 +1%
QL
552
Quarry LP
New York
$28.3K -$46.1K -147 -64%
Optiver Holding
553
Optiver Holding
Netherlands
$27.3K -$10.7K -34 -30%
VWWMG
554
Vermillion & White Wealth Management Group
Pennsylvania
$26.6K +$14.7K +47 +147%
SIC
555
Salem Investment Counselors
North Carolina
$25.3K – – –
Mitsubishi UFJ Asset Management
556
Mitsubishi UFJ Asset Management
Japan
$23.3K – – –
T
557
Tidemark
California
$23K -$14.1K -45 -40%
HAP
558
Harbor Asset Planning
Massachusetts
$22.6K – – –
CFO
559
CVA Family Office
Colorado
$20.9K – – –
FFO
560
Fortitude Family Office
Arizona
$20.9K +$313 +1 +2%
WSFS
561
Wilmington Savings Fund Society
Delaware
$20.2K -$403K -1,287 -96%
HWM
562
Hemington Wealth Management
Virginia
$19K +$2.19K +7 +14%
TCM
563
Tradewinds Capital Management
Washington
$18.6K – – –
MCM
564
Manchester Capital Management
Vermont
$16.9K – – –
CA
565
CoreCap Advisors
Michigan
$16.5K – – –
GIA
566
GHP Investment Advisors
Colorado
$15.2K – – –
ST
567
Smithfield Trust
Pennsylvania
$14K +$13.2K +42 New
HI
568
Harbour Investments
Wisconsin
$13.8K – – –
RFG
569
REAP Financial Group
Texas
$13.8K +$12.8K +41 New
BCWM
570
Bartlett & Co Wealth Management
Ohio
$13.5K – – –
MG
571
Mather Group
Illinois
$11.5K +$10.7K +34 New
BL
572
BFSG LLC
California
$10.8K – – –
PWMG
573
Private Wealth Management Group
New Jersey
$10.8K – – –
FMII
574
Farmers & Merchants Investments Inc
Nebraska
$10.5K +$627 +2 +7%
JWA
575
JFS Wealth Advisors
Pennsylvania
$9.78K – – –
21 22
23
24 25

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.