Evercore
555 hedge funds and large institutions have $6.87B invested in Evercore in 2025 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 227 increasing their positions, 185 reducing their positions, and 103 closing their positions.
23% more repeat investments, than reductions
Existing positions increased: 227 | Existing positions reduced: 185
19% more capital inflows, than outflows
Capital inflows: $1.68B | Capital outflows: $1.41B
10% more call options, than puts
Call options by funds: $41.5M | Put options by funds: $37.9M
0.58% more ownership
Funds ownership: 87.43% → 88.01% (+0.58%)
5% less funds holding
Funds holding: 586 → 555 (-31)
25% less first-time investments, than exits
New positions opened: 77 | Existing positions closed: 103
50% less funds holding in top 10
Funds holding in top 10: 6 → 3 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$150M |
| 2 |
Millennium Management
New York
|
+$135M |
| 3 |
Eminence Capital
New York
|
+$133M |
| 4 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$86.9M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
+$69.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$209M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$171M |
| 3 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$157M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$139M |
| 5 |
TD Asset Management
Toronto,
Ontario, Canada
|
-$92.9M |
EVR Hedge Fund Activity: Q1 2025 in Review
555 of the 7,486 institutional investors tracked by Wall St. Rank reported a position in Evercore (EVR) for Q1 2025, worth a combined $6.87B — down 26% from $9.23B a quarter earlier.
Sellers outnumbered buyers: 103 funds closed out of EVR and 77 opened new positions — a net loss of 26 holders — while 185 trimmed existing stakes and 227 added.
The largest buyer was UBS Group, adding an estimated $150M. The largest seller was Fidelity Investments, cutting an estimated $209M.
- 555 institutional investors held Evercore (EVR) as of Q1 2025, down from 586 in Q4 2024.
- Funds reported $6.87B of Evercore stock for Q1 2025, down 26% quarter-over-quarter.
- 77 funds opened new Evercore positions in Q1 2025 and 103 closed out, a net change of -26 holders.
- The largest Evercore buyer in Q1 2025 was UBS Group, an estimated $150M added.
- The largest Evercore seller in Q1 2025 was Fidelity Investments, an estimated $209M sold.
Based on aggregated 13F filings for Q1 2025.