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
Adage Capital Partners
176
Adage Capital Partners
Massachusetts
$4.39M +$4.07M +13,000 New
William Blair & Company
177
William Blair & Company
Illinois
$4.36M -$55.8K -178 -1%
State of New Jersey Common Pension Fund D
178
State of New Jersey Common Pension Fund D
New Jersey
$4.31M +$323K +1,030 +9%
BCI
179
Brinker Capital Investments
Pennsylvania
$4.26M -$14.7K -47 -0.4%
Nomura Asset Management
180
Nomura Asset Management
Japan
$4.24M +$3.87M +12,350 +5,614%
BCC
181
Bridge City Capital
Oregon
$4.24M -$63.9K -204 -2%
Citigroup
182
Citigroup
New York
$4.23M -$1.32M -4,199 -25%
YCM
183
Yousif Capital Management
Michigan
$4.22M -$39.2K -125 -1%
Mitsubishi UFJ Trust & Banking
184
Mitsubishi UFJ Trust & Banking
Japan
$4.2M +$42K +134 +1%
TWC
185
TD Waterhouse Canada
Ontario, Canada
$4.15M +$1.94M +6,201 +98%
Zurich Cantonal Bank
186
Zurich Cantonal Bank
Switzerland
$4.04M +$614K +1,961 +20%
US Bancorp
187
US Bancorp
Minnesota
$4.02M -$322K -1,029 -8%
LCM
188
Landscape Capital Management
New Jersey
$3.99M +$2.37M +7,571 +177%
SWGC
189
Summit Wealth Group (Colorado)
Colorado
$3.98M +$6.15M +19,614 New
SA
190
SRH Advisors
Kansas
$3.89M
VPIM
191
Vanguard Personalized Indexing Management
California
$3.87M +$86.5K +276 +2%
CAPTRUST Financial Advisors
192
CAPTRUST Financial Advisors
North Carolina
$3.87M +$336K +1,071 +10%
ASRS
193
Arizona State Retirement System
Arizona
$3.86M +$277K +885 +8%
BNP Paribas Financial Markets
194
BNP Paribas Financial Markets
France
$3.78M -$1.24M -3,955 -26%
Ensign Peak Advisors
195
Ensign Peak Advisors
Utah
$3.72M -$5.78M -18,435 -63%
WCA
196
Waratah Capital Advisors
Ontario, Canada
$3.68M -$17.1M -54,569 -83%
Capital Fund Management (CFM)
197
Capital Fund Management (CFM)
France
$3.66M -$11.2M -35,683 -77%
TRSOTSOK
198
Teachers Retirement System of the State of Kentucky
Kentucky
$3.62M
LSERS
199
Louisiana State Employees Retirement System
Louisiana
$3.61M +$188K +600 +6%
FMI
200
F/M Investments
District of Columbia
$3.54M -$39.8K -127 -1%