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
OP
576
ORG Partners
Indiana
$9.78K +$9.09K +29 New
LFG
577
Larson Financial Group
Missouri
$9.46K +$8.15K +26 +1,300%
SA
578
Scarborough Advisors
Maryland
$8.77K – – –
MAM
579
Meeder Asset Management
Ohio
$8.43K +$7.83K +25 New
AGWCA
580
Annis Gardner Whiting Capital Advisors
Florida
$7.42K – – –
TFA
581
Toth Financial Advisory
Virginia
$7.42K +$6.89K +22 New
AAS
582
Ameritas Advisory Services
Nebraska
$7.42K -$940 -3 -12%
PWMG
583
Prestige Wealth Management Group
New Jersey
$7.08K – – –
PWA
584
Physician Wealth Advisors
Utah
$7.08K +$940 +3 +17%
JWM
585
JPL Wealth Management
Colorado
$6.41K +$5.95K +19 New
AWM
586
Activest Wealth Management
Florida
$5.73K – – –
CJ
587
Caitlin John
Michigan
$5.06K +$4.7K +15 New
MFT
588
Moisand Fitzgerald Tamayo
Florida
$4.72K – – –
BAM
589
Bellevue Asset Management
Washington
$4.72K – – –
AS
590
Altshuler Shaham
Israel
$4.38K +$4.07K +13 New
NWM
591
Navigoe Wealth Management
California
$4K +$4.07K +13 New
WA
592
Westfuller Advisors
New York
$3.87K +$3.45K +11 New
CT
593
Clearstead Trust
Maine
$3.71K – – –
RWM
594
Rialto Wealth Management
New York
$3.71K +$313 +1 +10%
SS
595
Sunbelt Securities
Texas
$3.71K +$3.45K +11 New
WA
596
WPG Advisers
Maryland
$3.37K – – –
GA
597
Guerra Advisors
Florida
$3.37K +$3.13K +10 New
WWA
598
Wealth Watch Advisors
Colorado
$3.37K +$3.13K +10 New
SIS
599
Sound Income Strategies
Florida
$3.14K – – –
BWL
600
Bogart Wealth LLC
Virginia
$3.04K – – –
22 23
24
25 26

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.