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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.32B +$20.3M +64,763 +2%
BlackRock
2
BlackRock
New York
$1.17B -$35.8M -114,254 -3%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$683M +$457M +1,459,903 +259%
Invesco
4
Invesco
Georgia
$456M -$17M -54,104 -4%
Boston Partners
5
Boston Partners
Massachusetts
$421M -$148M -471,191 -27%
TD Asset Management
6
TD Asset Management
Ontario, Canada
$399M +$71.1M +227,049 +24%
State Street
7
State Street
Massachusetts
$397M +$14.6M +46,702 +4%
AQR Capital Management
8
AQR Capital Management
Connecticut
$326M +$29.8M +94,960 +11%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$317M +$34.1M +108,879 +13%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$287M -$3.64M -11,608 -1%
Morgan Stanley
11
Morgan Stanley
New York
$209M -$5.48M -17,495 -3%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$206M -$13.3M -42,516 -6%
Capital International Investors
13
Capital International Investors
California
$204M +$1.17M +3,719 +0.6%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$177M -$32.1M -102,464 -16%
JP Morgan Chase
15
JP Morgan Chase
New York
$175M -$27.7M -88,285 -15%
BG
16
Bahl & Gaynor
Ohio
$150M -$6.45M -20,570 -4%
BCPEMI
17
Bain Capital Public Equity Management II
Massachusetts
$146M +$58.5M +186,765 +75%
UBS Group
18
UBS Group
Switzerland
$136M +$68.1M +217,370 +117%
William Blair Investment Management
19
William Blair Investment Management
Illinois
$126M -$6.88M -21,940 -6%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$120M -$256K -817 -0.2%
Lord, Abbett & Co
21
Lord, Abbett & Co
New Jersey
$119M +$70.4M +224,762 +174%
Northern Trust
22
Northern Trust
Illinois
$112M +$4.97M +15,855 +5%
Goldman Sachs
23
Goldman Sachs
New York
$110M +$23.6M +75,443 +30%
Fisher Asset Management
24
Fisher Asset Management
Washington
$110M +$1.69M +5,406 +2%
Fuller & Thaler Asset Management
25
Fuller & Thaler Asset Management
California
$104M -$22.8M -72,628 -19%