Ray Dalio's EVR Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 90,438 shares of Evercore Inc. (EVR) worth $27 M, representing 0.12% of the portfolio. First purchased in 2022-Q2, this medium-term investment has been held for 14 quarters.
Based on 13F filings, Ray Dalio has maintained a strategic position in EVR, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2025, adding 66,540 shares. Largest reduction occurred in Q3 2022, reducing 62,877 shares.
Analysis based on 13F filings available since 2013 Q2
Ray Dalio's Evercore (EVR) Holding Value Over Time
Track share changes against reported price movement
Quarterly Evercore (EVR) Trades by Ray Dalio
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | -17,987 | Reduce 16.59% | 90,438 | $298.51 |
| Q4 2025 | +37,142 | Add 52.10% | 108,425 | $340.25 |
| Q3 2025 | +66,540 | Add 1402.91% | 71,283 | $337.32 |
| Q2 2025 | -40,543 | Reduce 89.53% | 4,743 | $270.02 |
| Q1 2025 | +12,031 | Add 36.18% | 45,286 | $199.72 |
| Q4 2024 | +8,492 | Add 34.29% | 33,255 | $277.19 |
| Q3 2024 | +6,872 | Add 38.41% | 24,763 | $253.34 |
| Q2 2024 | -55,618 | Reduce 75.66% | 17,891 | $208.43 |
| Q1 2024 | -6,903 | Reduce 8.58% | 73,509 | $192.59 |
| Q4 2023 | +21,058 | Add 35.48% | 80,412 | $171.05 |
| Q3 2023 | +41,438 | Add 231.29% | 59,354 | $137.88 |
| Q2 2023 | +17,916 | New Buy | 17,916 | $123.59 |
| Q3 2022 | -62,877 | Sold Out | 0 | $0.00 |
| Q2 2022 | +62,877 | New Buy | 62,877 | $93.61 |
Ray Dalio's Evercore Investment FAQs
Ray Dalio first purchased Evercore Inc. (EVR) in Q2 2022, acquiring 62,877 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio has held Evercore Inc. (EVR) for 14 quarters since Q2 2022.
Ray Dalio's largest addition to Evercore Inc. (EVR) was in Q3 2025, adding 71,283 shares worth $24.05 M.
According to the latest 13F filing for Q1 2026, Ray Dalio's firm, Bridgewater Associates, Lp, owns 90,438 shares of Evercore Inc. (EVR), valued at approximately $27 M.
As of the Q1 2026 filing, Evercore Inc. (EVR) represents approximately 0.12% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings.
Ray Dalio's peak holding in Evercore Inc. (EVR) was 108,425 shares, as reported at the end of Q4 2025.