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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
New York State Teachers Retirement System (NYSTRS)
101
New York State Teachers Retirement System (NYSTRS)
New York
$15.6M -$400K -1,277 -3%
FCM
102
Frontier Capital Management
Massachusetts
$15.5M +$567K +1,809 +4%
GIP
103
Granite Investment Partners
California
$14.2M -$7.12M -22,707 -35%
CAM
104
Cresset Asset Management
Illinois
$13.8M +$56.4K +180 +0.4%
BF
105
BOK Financial
Oklahoma
$13.7M -$460K -1,468 -3%
LI
106
Leeward Investments
Massachusetts
$13.3M -$448K -1,429 -3%
JWM
107
Jackson Wealth Management
Florida
$13.3M +$158K +503 +1%
MAM
108
Morse Asset Management
Connecticut
$13M -$180K -576 -1%
GIM
109
Glenmede Investment Management
Pennsylvania
$12.9M -$9.51M -30,364 -44%
State Board of Administration of Florida Retirement System
110
State Board of Administration of Florida Retirement System
Florida
$12.5M -$659K -2,102 -5%
PCM
111
Peregrine Capital Management
Minnesota
$12.5M -$3.21M -10,249 -22%
DCM
112
Driehaus Capital Management
Illinois
$12.5M +$11.6M +36,980 New
California State Teachers Retirement System (CalSTRS)
113
California State Teachers Retirement System (CalSTRS)
California
$12.2M +$806K +2,573 +8%
Natixis Advisors
114
Natixis Advisors
Massachusetts
$12.2M +$657K +2,098 +6%
BTW
115
Boston Trust Walden
Massachusetts
$12.1M -$52.5M -167,563 -82%
Stifel Financial
116
Stifel Financial
Missouri
$11.8M +$3.29M +10,490 +43%
Ohio Public Employees Retirement System (OPERS)
117
Ohio Public Employees Retirement System (OPERS)
Ohio
$11.8M +$4.94M +15,780 +83%
Carson Wealth (CWM LLC)
118
Carson Wealth (CWM LLC)
Nebraska
$11.3M +$4.85M +15,471 +86%
VCA
119
Verdence Capital Advisors
Maryland
$10.8M -$96.8K -309 -0.9%
CM
120
Castleark Management
Illinois
$10.5M +$1.16M +3,686 +13%
AP
121
Appleton Partners
Massachusetts
$10.3M +$80.8K +258 +0.8%
Canada Life
122
Canada Life
Manitoba, Canada
$10.2M +$466K +1,487 +5%
VanEck Associates
123
VanEck Associates
New York
$9.8M +$209K +667 +2%
VOYA Investment Management
124
VOYA Investment Management
Georgia
$9.77M -$1.79M -5,724 -17%
BCPE
125
Bain Capital Public Equity
Massachusetts
$9.76M +$3.69M +11,775 +69%