Evercore
628 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, 191 reducing their positions, and 57 closing their positions.
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)
15% more repeat investments, than reductions
Existing positions increased: 220 | Existing positions reduced: 191
13% more funds holding in top 10
Funds holding in top 10: 8 → 9 (+1)
11% more funds holding
Funds holding: 566 → 628 (+62)
2.47% less ownership
Funds ownership: 92.39% → 89.92% (-2.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$457M |
| 2 |
TD Asset Management
Toronto,
Ontario, Canada
|
+$71.1M |
| 3 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$70.4M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$68.1M |
| 5 |
BCPEMI
Bain Capital Public Equity Management II
Boston,
Massachusetts
|
+$58.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$314M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
-$148M |
| 3 |
EC
Eminence Capital
New York
|
-$121M |
| 4 |
BTW
Boston Trust Walden
Boston,
Massachusetts
|
-$52.5M |
| 5 |
Holocene Advisors
New York
|
-$51.2M |
EVR Hedge Fund Activity: Q3 2025 in Review
628 of the 7,638 institutional investors tracked by Wall St. Rank reported a position in Evercore (EVR) for Q3 2025, worth a combined $11.7B — up 21% from $9.65B a quarter earlier.
Buyers outnumbered sellers: 126 funds opened new EVR positions and 57 closed out — a net gain of 69 holders — while 220 added to existing stakes and 191 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $457M. The largest seller was Millennium Management, cutting an estimated $314M.
- 628 institutional investors held Evercore (EVR) as of Q3 2025, up from 566 in Q2 2025.
- Funds reported $11.7B of Evercore stock for Q3 2025, up 21% quarter-over-quarter.
- 126 funds opened new Evercore positions in Q3 2025 and 57 closed out, a net change of +69 holders.
- The largest Evercore buyer in Q3 2025 was Wellington Management Group, an estimated $457M added.
- The largest Evercore seller in Q3 2025 was Millennium Management, an estimated $314M sold.
Based on aggregated 13F filings for Q3 2025.