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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
Neuberger Berman Group
76
Neuberger Berman Group
New York
$21.8M +$18.5M +59,002 +1,057%
ELI
77
Empire Life Investments
Ontario, Canada
$21.4M +$37.6K +120 +0.2%
Barclays
78
Barclays
United Kingdom
$21.3M +$12M +38,419 +156%
AllianceBernstein
79
AllianceBernstein
Tennessee
$20.4M +$690K +2,202 +4%
Treasurer of the State of North Carolina
80
Treasurer of the State of North Carolina
North Carolina
$20M -$2.77M -8,840 -13%
CPC
81
Cookson Peirce & Co
Pennsylvania
$20M +$18.3M +58,319 +5,981%
Two Sigma Advisers
82
Two Sigma Advisers
New York
$19.6M -$9.37M -29,900 -34%
Man Group
83
Man Group
United Kingdom
$19.2M +$1.1M +3,503 +7%
EIP
84
Epoch Investment Partners
New York
$19.1M +$14.4K +46 +0.1%
Los Angeles Capital Management
85
Los Angeles Capital Management
California
$18.9M +$17.6M +56,057 New
GKIM
86
GW&K Investment Management
Massachusetts
$18.9M -$21K -67 -0.1%
CIA
87
CCM Investment Advisers
South Carolina
$18.8M -$76.8K -245 -0.4%
Ameriprise
88
Ameriprise
Minnesota
$18.6M -$940K -3,001 -5%
SO
89
STRS Ohio
Ohio
$18.5M -$11M -35,000 -39%
CF
90
Covea Finance
France
$18.5M +$17.2M +54,800 New
SPS
91
Susquehanna Portfolio Strategies
Pennsylvania
$18.3M
Royal Bank of Canada
92
Royal Bank of Canada
Ontario, Canada
$17.5M -$53K -169 -0.3%
American Century Companies
93
American Century Companies
Missouri
$17.3M +$438K +1,398 +3%
MCM
94
Marsico Capital Management
Colorado
$17.1M +$15.9M +50,839 New
Cerity Partners
95
Cerity Partners
New York
$16.9M +$2.75M +8,775 +21%
Wells Fargo
96
Wells Fargo
California
$16.9M -$1.89M -6,025 -11%
AM
97
AGF Management
Ontario, Canada
$16.7M +$10.3K +33 +0.1%
Russell Investments Group
98
Russell Investments Group
United Kingdom
$16.6M +$556K +1,774 +4%
Allianz Asset Management
99
Allianz Asset Management
Germany
$16.3M +$1.13M +3,600 +8%
TCM
100
Thames Capital Management
New Jersey
$15.8M +$8M +25,537 +120%