Evercore

EVR • NYSE

Evercore is a financial - capital markets company in the financial services sector on NYSE, led by John S. Weinberg, with a market cap of $12.7B. As of Q3 2025, 90% of shares are held by 615 institutional investors, with VANGUARD GROUP INC as the largest holder at 10.11%.

Co-Chief Executive OfficerJohn S. Weinberg

Market Cap$12.7B

Financial - Capital Markets

Financial Services

Employees2.2K

Websiteevercore.com

Country

United States of America

Overview

Overview of institutional ownership in EVR as of Q3 2025 with a market cap of $13.0B

All Institutions

Institutions: 615
Value Held: $11.7B
Shares Held: 34.7M
Avg Position: $19.0M
Median Position: $977.6K

Hedge Funds

Hedge Funds: 47
Value Held: $853.0M
Shares Held: 2.5M
Avg Position: $18.1M
Median Position: $5.4M

Ownership Breakdown

Institutional (non-HF)

83.27%

$10.8B

Hedge Funds

6.55%

$853.0M

Retail & Other

10.18%

$1.3B

Based on market cap of $13.0B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in EVR as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
VANGUARD GROUP INC Institution	Salim Ramji CEO	$1.3B 0.02% of portfolio	10.11% 3.9M shares	≤ Q2 2013 Held for 12y 5m+	$6.69T
B BlackRock, Inc. Institution	-	$1.2B 0.02% of portfolio	8.95% 3.5M shares	≤ Q2 2013 Held for 12y 5m+	$5.67T
WELLINGTON MANAGEMENT CO LLP Long Only Manager	Edmund Wellington Iii President	$682.6M 0.12% of portfolio	5.24% 2.0M shares	Q3 2013 Held for 12y 2m	$571.21B
Invesco Ltd. ETF Provider	Brian Christopher Hartigan CEO	$456.5M 0.07% of portfolio	3.51% 1.4M shares	≤ Q2 2013 Held for 12y 5m+	$633.08B
Robeco Investment Management, Inc. Long Only Manager	Joseph Francis Feeney CEO	$421.2M 0.43% of portfolio	3.24% 1.2M shares	Q1 2019 Held for 6y 8m	$97.8B
T TD ASSET MANAGEMENT INC Institution	-	$398.9M 0.32% of portfolio	3.06% 1.2M shares	Q2 2023 Held for 2y 5m	$123.47B
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$396.8M 0.01% of portfolio	3.05% 1.2M shares	≤ Q2 2013 Held for 12y 5m+	$2.88T
AQR CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy	David Gary Kabiller Founder	$326.5M 0.21% of portfolio	2.51% 967.8K shares	Q4 2015 Held for 9y 11m	$156.17B
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$317.3M 0.02% of portfolio	2.44% 940.5K shares	≤ Q2 2013 Held for 12y 5m+	$1.57T
FMR LLC Institution	-	$286.9M 0.01% of portfolio	2.20% 850.4K shares	Q3 2018 Held for 7y 2m	$1.92T

Net Capital Flow

Institutional buying and selling activity for EVR in Q3 2025

Net Flow: −$372.9M
Buyers: 238
Sellers: 250
Total Bought: +$1.3B
Total Sold: −$1.6B
Avg Position: $20.0M

Biggest Buyers

Institution	Net Bought	Current Position
WELLINGTON MANAGEMENT CO LLP Long Only Manager	+$492.5M +1.5M shares	$682.6M 2.0M shares
T TD ASSET MANAGEMENT INC Institution	+$76.6M +227.0K shares	$398.9M 1.2M shares
LORD, ABBETT & CO. LLC Long Only Manager	+$75.8M +224.8K shares	$119.4M 354.1K shares
UBS Group AG Institution	+$73.3M +217.4K shares	$135.8M 402.7K shares
B Bain Capital Public Equity Management II, LLC Institution	+$63.0M +186.8K shares	$146.5M 434.2K shares
GEODE CAPITAL MANAGEMENT LLC ETF Provider	+$36.7M +108.9K shares	$317.3M 940.5K shares
B BNP Paribas Investment Partners S.A. Institution	+$35.5M +105.2K shares	$59.4M 176.0K shares
AQR CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy	+$32.0M +95.0K shares	$326.5M 967.8K shares
GOLDMAN SACHS GROUP INC Institution	+$25.4M +75.4K shares	$110.1M 326.5K shares
Bridgewater Associates, LP Hedge Fund•Global Macro	+$22.4M +66.5K shares	$24.0M 71.3K shares

Biggest Sellers

Institution	Net Sold	Current Position
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	−$337.9M −1.0M shares	$82.7M 245.1K shares
Robeco Investment Management, Inc. Long Only Manager	−$158.9M −471.2K shares	$421.2M 1.2M shares
E EMINENCE CAPITAL LLC Hedge Fund•Long/Short	−$120.7M −447.0K shares	Sold Off 0 shares
B BTIM Corp. Institution	−$56.5M −167.6K shares	$12.1M 35.7K shares
Holocene Advisors, LP Hedge Fund•Long/Short	−$55.1M −163.3K shares	$3.3M 9.9K shares
M MAVERICK CAPITAL LTD Hedge Fund•Long/Short	−$45.8M −169.7K shares	Sold Off 0 shares
Symphony Financial, Ltd. Co. RIA/Wealth	−$45.1M −133.9K shares	$240.7K 715.0 shares
Junto Capital Management LP Hedge Fund•Long/Short	−$39.8M −118.0K shares	$25.8M 76.5K shares
B BlackRock, Inc. Institution	−$38.5M −114.3K shares	$1.2B 3.5M shares
DIMENSIONAL FUND ADVISORS LP Long Only Manager	−$34.6M −102.5K shares	$176.9M 524.3K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited EVR in Q3 2025

New Positions: 58
New Value: $106.4M
Exited Positions: 58
Exited Value: $319.5M

New Positions

Institution	Position Value
Artisan Partners Limited Partnership Long Only Manager	$54.2M 160.5K shares
Covea Finance Private Equity	$18.5M 54.8K shares
MARSICO CAPITAL MANAGEMENT LLC Long Only Manager	$17.1M 50.8K shares
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC RIA/Wealth	$2.1M 6.2K shares
O'Neil Global Advisors, Inc. Hedge Fund•Multi-Strategy	$1.2M 3.6K shares
Encompass More Asset Management RIA/Wealth	$1.0M 3.1K shares
P PenderFund Capital Management Ltd. Institution	$1.0M 3.0K shares
Precision Wealth Strategies, LLC RIA/Wealth	$686.8K 2.0K shares
Optimize Financial Inc RIA/Wealth	$477.6K 1.4K shares
Kovitz Investment Group Partners, LLC RIA/Wealth	$461.6K 1.4K shares

Exited Positions

Institution	Previous Position
E EMINENCE CAPITAL LLC Hedge Fund•Long/Short	$120.7M 447.0K shares
M MAVERICK CAPITAL LTD Hedge Fund•Long/Short	$45.8M 169.7K shares
SAMLYN CAPITAL, LLC Hedge Fund•Multi-Strategy	$33.7M 124.7K shares
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ Long Only Manager	$22.1M 82.0K shares
T TEXAS PERMANENT SCHOOL FUND Institution	$16.2M 60.1K shares
P PEAK6 LLC Institution	$13.1M 48.4K shares
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC Long Only Manager	$8.1M 30.0K shares
N NATIXIS Institution	$8.0M 29.6K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$6.8M 25.2K shares
C CastleKnight Management LP Hedge Fund•Event Driven	$6.5M 24.0K shares

Options Activity

Institutions with the largest Call and Put options positions in EVR as of Q3 2025

Call Positions: 12
Call Value: $41.4M
Put Positions: 9
Put Value: $28.0M

Call Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$12.9M 382.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$10.1M 299.0 contracts
Interval Partners, LLC Hedge Fund•Long/Short	$8.9M 265.0 contracts
J JANE STREET GROUP, LLC Institution	$4.7M 138.0 contracts
D D. E. Shaw & Co., Inc. Institution	$2.4M 72.0 contracts
W WOLVERINE TRADING, LLC Institution	$2.0M 60.0 contracts
TUDOR INVESTMENT CORP ET AL Hedge Fund•Multi-Strategy	$269.9K 8.0 contracts
Walleye Trading Advisors, LLC Hedge Fund•Multi-Strategy	$33.7K 1.0 contracts
Walleye Trading LLC RIA/Wealth	$33.7K 1.0 contracts
T Twin Tree Management, LP Hedge Fund•Vol Arbitrage	- - contracts

Put Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$8.1M 239.0 contracts
J JANE STREET GROUP, LLC Institution	$7.2M 212.0 contracts
T Twin Tree Management, LP Hedge Fund•Vol Arbitrage	$5.1M 152.0 contracts
W WOLVERINE TRADING, LLC Institution	$3.1M 92.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$2.7M 79.0 contracts
D D. E. Shaw & Co., Inc. Institution	$1.3M 38.0 contracts
Walleye Trading LLC RIA/Wealth	$472.2K 14.0 contracts
UBS Group AG Institution	$101.2K 3.0 contracts
C Cubist Systematic Strategies, LLC Institution	- - contracts

Most Committed Institutions

Institutions with EVR as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
B Bain Capital Public Equity Management II, LLC Institution	-	6.85% $146.5M	1.12% 434.2K shares	Q2 2025 Held for 5 months	$2.1B
Bain Capital Public Equity, LP Hedge Fund•Long/Short	Sally Dee Fassler Dornaus CFO	6.18% $9.8M	0.07% 28.9K shares	Q2 2025 Held for 5 months	$157.8M
K KETTLE HILL CAPITAL MANAGEMENT, LLC Hedge Fund•Long/Short	Afroz Qadeer CEO	5.01% $22.3M	0.17% 66.0K shares	Q4 2024 Held for 11 months	$444.5M
PEREGRINE INVESTMENT MANAGEMENT INC RIA/Wealth	Kevin James Anthony CCO	4.55% $8.8M	0.07% 26.2K shares	Q4 2024 Held for 11 months	$194.1M
P Paralel Advisors LLC Institution	-	4.05% $101.2M	0.78% 300.0K shares	Q4 2021 Held for 3y 11m	$2.5B
T Tribune Investment Group LP Hedge Fund•Event Driven	Bogdan George Cosmaciuc CIO	3.27% $6.7M	0.05% 20.0K shares	Q3 2025 Held for 2 months	$206.4M
Global Alpha Capital Management Ltd. Long Only Manager	Buddie Cloys Ballard Managing Partner	3.13% $54.8M	0.42% 162.4K shares	Q4 2023 Held for 1y 11m	$1.7B
Morse Asset Management, Inc RIA/Wealth	Jian H Wang President	2.62% $13.0M	0.10% 38.6K shares	Q1 2017 Held for 8y 8m	$497.0M
CRAMER ROSENTHAL MCGLYNN LLC Long Only Manager	Christopher Charles Barnett Managing Partner	2.40% $37.3M	0.29% 110.6K shares	Q4 2023 Held for 1y 11m	$1.6B
Channing Capital Management, LLC Long Only Manager	Rodney Bernard Herenton CEO	2.37% $89.9M	0.69% 266.5K shares	Q4 2022 Held for 2y 11m	$3.8B

Hedge Fund Spotlight

Discover hedge funds investing in EVR

O'Neil Global Advisors, Inc.

Hedge Fund • Multi-Strategy

Portfolio ManagerSteven Lawrence Birch

Portfolio Value: $510.4M
Positions: 55
Last Reported: Q3 2025

Sector Allocation

Position in Evercore

Market Value: $1.2M
Shares Held: 3.6K
Portfolio Weight: 0.24%
Owned Since: 2025-Q3

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