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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
BSA
51
Braun Stacey Associates
New York
$36.8M +$1.43M +4,560 +4%
Rockefeller Capital Management
52
Rockefeller Capital Management
New York
$34.1M -$943K -3,010 -3%
Retirement Systems of Alabama
53
Retirement Systems of Alabama
Alabama
$33.7M -$4.57M -14,572 -13%
RhumbLine Advisers
54
RhumbLine Advisers
Massachusetts
$33.6M +$949K +3,027 +3%
UBS AM
55
UBS AM
Illinois
$31.8M -$15.1M -48,222 -34%
Walleye Capital
56
Walleye Capital
New York
$31.6M +$18.4M +58,789 +169%
Principal Financial Group
57
Principal Financial Group
Iowa
$29.7M -$17.2M -54,905 -38%
N
58
Nuveen
North Carolina
$29.7M +$234K +748 +0.9%
New York State Common Retirement Fund
59
New York State Common Retirement Fund
New York
$27.8M -$6.16M -19,672 -19%
FWIA
60
Fort Washington Investment Advisors
Ohio
$26M -$1.75M -5,588 -7%
IC
61
IEQ Capital
California
$25.9M +$6.96M +22,206 +41%
JCM
62
Junto Capital Management
New York
$25.8M -$37M -117,964 -61%
Canada Pension Plan Investment Board
63
Canada Pension Plan Investment Board
Ontario, Canada
$25.7M +$2.67M +8,507 +13%
SEI Investments
64
SEI Investments
Pennsylvania
$25.4M -$762K -2,431 -3%
Swiss National Bank
65
Swiss National Bank
Switzerland
$25.3M +$1.85M +5,900 +9%
CVA
66
Ceredex Value Advisors
Florida
$24.8M -$17.8M -56,825 -44%
WHG
67
Westwood Holdings Group
Texas
$24.6M -$3.08M -9,831 -12%
BA
68
Bridgewater Associates
Connecticut
$24M +$20.9M +66,540 +1,403%
State of Wisconsin Investment Board
69
State of Wisconsin Investment Board
Wisconsin
$23.7M +$938K +2,993 +4%
Janus Henderson Group
70
Janus Henderson Group
United Kingdom
$23.6M +$6.69M +21,336 +44%
BCM
71
Basswood Capital Management
New York
$23.5M -$8.41M -26,850 -28%
Envestnet Asset Management
72
Envestnet Asset Management
Illinois
$23.4M +$3.57M +11,405 +20%
Legal & General Group
73
Legal & General Group
United Kingdom
$23.1M +$168K +536 +0.8%
California Public Employees Retirement System
74
California Public Employees Retirement System
California
$23.1M +$393K +1,254 +2%
KHCM
75
Kettle Hill Capital Management
New York
$22.3M +$187K +596 +0.9%