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Evercore

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: 89 (+1)

11% more funds holding

Funds holding: 565627 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
TSS
651
Two Sigma Securities
New York
-$718K -2,660 Closed
Simplex Trading
652
Simplex Trading
Illinois
-$828K -2,641 Closed
Tudor Investment Corp
653
Tudor Investment Corp
Connecticut
-$772K -2,463 Closed
PI
654
PineBridge Investments
New York
-$586K -2,169 Closed
FRM
655
Fox Run Management
Connecticut
-$470K -1,741 Closed
WWM
656
Waterway Wealth Management
Texas
-$456K -1,688 Closed
DS
657
DRW Securities
Illinois
-$427K -1,583 Closed
RAM
658
Readystate Asset Management
Illinois
-$386K -1,429 Closed
SPA
659
Sherbrooke Park Advisers
New York
-$306K -1,132 Closed
I
660
InceptionR
California
-$265K -983 Closed
SSG
661
Summit Securities Group
New York
-$250K -927 Closed
AGDI
662
Absolute Gestao de Investimentos
Brazil
-$223K -827 Closed
AIM
663
Ausbil Investment Management
Australia
-$222K -824 Closed
TC
664
TownSquare Capital
Utah
-$219K -811 Closed
CIA
665
Choate Investment Advisors
Massachusetts
-$216K -800 Closed
EAM
666
Erste Asset Management
Austria
-$188K -600 Closed
WBC
667
Westpac Banking Corp
Australia
-$66.2K -245 Closed
MYIA
668
Mount Yale Investment Advisors
Colorado
-$55K -204 Closed
GM
669
GeoWealth Management
Illinois
-$28.1K -104 Closed
OWA
670
Opal Wealth Advisors
New York
-$26.7K -99 Closed
TPWA
671
Twin Peaks Wealth Advisors
California
-$18.5K -60 Closed
GWM
672
Geneos Wealth Management
Colorado
-$10.3K -38 Closed
NC
673
NewSquare Capital
Pennsylvania
-$10.3K -38 Closed
WA
674
Whipplewood Advisors
Colorado
-$10.3K -38 Closed
DRP
675
Decker Retirement Planning
Utah
-$6.75K -25 Closed