Evercore
635 hedge funds and large institutions have $11.9B invested in Evercore in 2025 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 201 increasing their positions, 253 reducing their positions, and 69 closing their positions.
23% more first-time investments, than exits
New positions opened: 85 | Existing positions closed: 69
18% more call options, than puts
Call options by funds: $23.6M | Put options by funds: $20M
1% more funds holding
Funds holding: 628 → 635 (+7)
1% more capital invested
Capital invested by funds: $11.7B → $11.9B (+$160M)
0.23% more ownership
Funds ownership: 89.92% → 90.15% (+0.23%)
21% less repeat investments, than reductions
Existing positions increased: 201 | Existing positions reduced: 253
56% less funds holding in top 10
Funds holding in top 10: 9 → 4 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$130M |
| 2 |
Millennium Management
New York
|
+$93.7M |
| 3 |
Holocene Advisors
New York
|
+$73.8M |
| 4 |
JCM
Junto Capital Management
New York
|
+$46.8M |
| 5 |
TCG
Tremblant Capital Group
West Palm Beach,
Florida
|
+$42M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCPEMI
Bain Capital Public Equity Management II
Boston,
Massachusetts
|
-$146M |
| 2 |
Capital International Investors
Los Angeles,
California
|
-$141M |
| 3 |
Boston Partners
Boston,
Massachusetts
|
-$136M |
| 4 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$54.2M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
-$40.7M |
EVR Hedge Fund Activity: Q4 2025 in Review
635 of the 8,266 institutional investors tracked by Wall St. Rank reported a position in Evercore (EVR) for Q4 2025, worth a combined $11.9B — up 1.4% from $11.7B a quarter earlier.
Buyers outnumbered sellers: 85 funds opened new EVR positions and 69 closed out — a net gain of 16 holders — while 201 added to existing stakes and 253 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $130M. The largest seller was Bain Capital Public Equity Management II, exiting entirely with an estimated $146M sold.
- 635 institutional investors held Evercore (EVR) as of Q4 2025, up from 628 in Q3 2025.
- Funds reported $11.9B of Evercore stock for Q4 2025, up 1.4% quarter-over-quarter.
- 85 funds opened new Evercore positions in Q4 2025 and 69 closed out, a net change of +16 holders.
- The largest Evercore buyer in Q4 2025 was Fidelity Investments, an estimated $130M added.
- The largest Evercore seller in Q4 2025 was Bain Capital Public Equity Management II, an estimated $146M sold.
Based on aggregated 13F filings for Q4 2025.