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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
NC
126
Nitorum Capital
New York
$9.51M -$3.98M -12,711 -31%
SC
127
Syon Capital
California
$9.45M -$1.12M -3,567 -11%
FGP
128
Freestone Grove Partners
California
$9.21M +$8.56M +27,312 New
PMAM
129
Picton Mahoney Asset Management
Ontario, Canada
$8.94M -$1.05M -3,342 -11%
PIM
130
Peregrine Investment Management
Ontario, Canada
$8.82M +$110K +350 +1%
EP
131
Edgestream Partners
New Jersey
$8.62M +$3.57M +11,384 +80%
SP
132
Sarasin & Partners
United Kingdom
$8.52M
Focus Partners Wealth
133
Focus Partners Wealth
Massachusetts
$8.51M +$797K +2,543 +11%
DDPIC
134
Deroy & Devereaux Private Investment Counsel
Michigan
$8.43M -$1.85M -5,900 -19%
CCM
135
Cinctive Capital Management
New York
$8.3M -$1.89M -6,019 -20%
Two Sigma Investments
136
Two Sigma Investments
New York
$8.18M +$4.7M +14,994 +162%
Bank of Montreal
137
Bank of Montreal
Ontario, Canada
$8.12M +$5.11M +16,308 +210%
First Trust Advisors
138
First Trust Advisors
Illinois
$8.03M -$4.7M -14,993 -39%
LIP
139
Lighthouse Investment Partners
Florida
$7.75M +$637K +2,034 +10%
PCM
140
Prana Capital Management
Connecticut
$7.56M -$2.14M -6,828 -23%
ZIM
141
Zacks Investment Management
Illinois
$7.52M +$1.1M +3,502 +19%
LPL Financial
142
LPL Financial
California
$7.49M +$3.89M +12,400 +127%
ACM
143
Advisors Capital Management
New Jersey
$7.47M +$167K +534 +2%
Arrowstreet Capital
144
Arrowstreet Capital
Massachusetts
$7.4M +$5.65M +18,027 +462%
PA
145
Pinnacle Associates
New York
$7.32M +$553K +1,765 +9%
Thrivent Financial for Lutherans
146
Thrivent Financial for Lutherans
Minnesota
$7.22M +$538K +1,718 +9%
GAM
147
Gotham Asset Management
New York
$7.01M -$118K -376 -2%
AWM
148
Axxcess Wealth Management
California
$6.81M +$343K +1,093 +6%
Universal-Beteiligungs- und Servicegesellschaft
149
Universal-Beteiligungs- und Servicegesellschaft
Germany
$6.75M +$989K +3,155 +19%
TIG
150
Tribune Investment Group
New York
$6.75M +$6.27M +20,000 New