We are live on ! Find out more
EVR icon

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
MIM
151
MetLife Investment Management
New Jersey
$6.68M +$137K +436 +2%
Mariner
152
Mariner
Kansas
$6.26M +$1.78M +5,686 +44%
BMSSC
153
B. Metzler seel. Sohn & Co
Germany
$6.15M
AB
154
Amalgamated Bank
New York
$6.04M +$342K +1,091 +6%
MOACM
155
Mutual of America Capital Management
New York
$6.01M -$16.9K -54 -0.3%
UOTTAIMCU
156
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$5.79M -$2.14M -6,844 -28%
PFSRSONJ
157
Police & Firemen's Retirement System of New Jersey
New Jersey
$5.5M +$725K +2,313 +17%
AAP
158
Arax Advisory Partners
Colorado
$5.47M +$5.02M +16,014 +8,473%
PGCM
159
Prescott Group Capital Management
Oklahoma
$5.44M
AA
160
ALPS Advisors
Colorado
$5.43M -$6.49M -20,712 -56%
Verition Fund Management
161
Verition Fund Management
Connecticut
$5.33M +$473K +1,511 +11%
ASN
162
Advisory Services Network
Georgia
$5.32M +$725K +2,313 +17%
Creative Planning
163
Creative Planning
Kansas
$5.2M +$2.59M +8,275 +116%
SFA
164
Sequoia Financial Advisors
Ohio
$5.07M +$818K +2,609 +21%
HA
165
Harbor Advisors
Florida
$5.06M
TCG
166
Tremblant Capital Group
Florida
$5.03M -$775K -2,474 -14%
State of Tennessee, Department of Treasury
167
State of Tennessee, Department of Treasury
Tennessee
$4.85M
Wealth Enhancement Advisory Services
168
Wealth Enhancement Advisory Services
Minnesota
$4.84M +$765K +2,442 +20%
Teacher Retirement System of Texas
169
Teacher Retirement System of Texas
Texas
$4.74M +$21.9K +70 +0.5%
Marshall Wace
170
Marshall Wace
United Kingdom
$4.71M +$710K +2,265 +19%
GC
171
Guggenheim Capital
Illinois
$4.62M -$1.53M -4,888 -26%
BIM
172
Bridges Investment Management
Nebraska
$4.56M +$253K +807 +6%
CWM
173
Centric Wealth Management
Illinois
$4.52M -$60.2K -192 -1%
Comerica Bank
174
Comerica Bank
Texas
$4.51M -$305K -973 -7%
DWA
175
Dorsey Wright & Associates
California
$4.47M +$3.67M +11,709 +763%