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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
EAM
201
EFG Asset Management
Oregon
$3.53M -$1.53M -4,893 -32%
CNAM
202
Campbell Newman Asset Management
Wisconsin
$3.45M +$14.1K +45 +0.4%
LCM
203
Laurion Capital Management
New York
$3.4M +$3.16M +10,074 New
Holocene Advisors
204
Holocene Advisors
New York
$3.35M -$51.2M -163,345 -94%
COPPSERS
205
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.34M +$210K +669 +7%
Public Sector Pension Investment Board (PSP Investments)
206
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.34M +$3.1M +9,900 New
Truist Financial
207
Truist Financial
North Carolina
$3.33M -$65.8K -210 -2%
Corient Private Wealth
208
Corient Private Wealth
Florida
$3.26M +$253K +806 +9%
OSAM
209
O'Shaughnessy Asset Management
Connecticut
$3.25M +$180K +573 +6%
Deutsche Bank
210
Deutsche Bank
Germany
$3.19M +$179K +571 +6%
Amundi
211
Amundi
France
$3.19M +$3.07M +9,784 New
TPM
212
Triasima Portfolio Management
Quebec, Canada
$3.18M +$2.95M +9,428 New
ERIC
213
Eagle Rock Investment Company
Georgia
$3.13M
Fifth Third Bancorp
214
Fifth Third Bancorp
Ohio
$3.12M -$87.4K -279 -3%
SOMRS
215
State of Michigan Retirement System
Michigan
$3.11M +$188K +600 +7%
Handelsbanken Fonder
216
Handelsbanken Fonder
Sweden
$3.08M
Mercer Global Advisors
217
Mercer Global Advisors
Colorado
$3.07M +$1.55M +4,942 +119%
EIM
218
Essex Investment Management
Massachusetts
$3.02M -$502K -1,603 -15%
Northwestern Mutual Wealth Management
219
Northwestern Mutual Wealth Management
Wisconsin
$2.98M -$108K -344 -4%
NMIMC
220
Northwestern Mutual Investment Management Company
Wisconsin
$2.9M +$181K +577 +7%
Renaissance Technologies
221
Renaissance Technologies
New York
$2.87M +$2.66M +8,500 New
HSBC Holdings
222
HSBC Holdings
United Kingdom
$2.87M +$795K +2,537 +42%
FDCDDQ
223
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.8M -$821K -2,619 -24%
JIR
224
James Investment Research
Ohio
$2.76M +$442K +1,411 +21%
KK
225
KLP Kapitalforvaltning
Norway
$2.73M +$219K +700 +9%