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Evercore

582 hedge funds and large institutions have $9.23B invested in Evercore in 2024 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 189 increasing their positions, 198 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
582
Holders Change
+73
Holders Change %
+14.34%
% of All Funds
7.75%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
115
Increased
189
Reduced
198
Closed
35
Calls
$15.3M
Puts
$11.4M
Net Calls
+$3.89M
Net Calls Change
+$3.93M
Name Holding Trade Value Shares
Change
Shares
Change %
WA
251
Wambolt & Associates
Colorado
$1.73M -$419K -1,513 -20%
VNA
252
Valley National Advisers
Pennsylvania
$1.71M -$191K -690 -10%
CAPTRUST Financial Advisors
253
CAPTRUST Financial Advisors
North Carolina
$1.68M +$454K +1,638 +37%
Allspring Global Investments
254
Allspring Global Investments
North Carolina
$1.67M +$199K +721 +13%
CAIMH
255
Central Asset Investments & Management Holdings
Hong Kong
$1.67M +$1.67M +6,035 New
CB
256
Cadence Bank
Mississippi
$1.65M -$12.2K -44 -0.7%
Wealth Enhancement Advisory Services
257
Wealth Enhancement Advisory Services
Minnesota
$1.63M +$649K +2,342 +66%
DTL
258
Dynamic Technology Lab
Singapore
$1.61M +$1.39K +5 +0.1%
N
259
Natixis
France
$1.59M +$1.59M +5,754 New
HSBC Holdings
260
HSBC Holdings
United Kingdom
$1.58M -$448K -1,609 -22%
C
261
Croban
Ohio
$1.56M +$1.56M +5,644 New
CCIA
262
Campbell & Co Investment Adviser
Maryland
$1.55M -$410K -1,480 -21%
Northwestern Mutual Wealth Management
263
Northwestern Mutual Wealth Management
Wisconsin
$1.52M -$80.1K -289 -5%
Pictet Asset Management
264
Pictet Asset Management
Switzerland
$1.52M +$216K +779 +17%
HIMS
265
Hager Investment Management Services
New Hampshire
$1.52M +$1.52M +5,470 New
HIM
266
Hanlon Investment Management
New Jersey
$1.5M +$14.7K +53 +1%
FHB
267
First Hawaiian Bank
Hawaii
$1.5M
PCS
268
Private Client Services
Kentucky
$1.45M +$358K +1,290 +33%
BIM
269
Bridges Investment Management
Nebraska
$1.44M +$223K +804 +18%
SPFA
270
Summit Place Financial Advisors
New Jersey
$1.37M +$277 +1 +0%
ET
271
Entropy Technologies
New York
$1.36M +$1.36M +4,900 New
VA
272
Vident Advisory
Georgia
$1.35M +$633K +2,282 +89%
MML Investors Services
273
MML Investors Services
Massachusetts
$1.35M +$164K +590 +14%
AWM
274
Angeles Wealth Management
California
$1.33M
FDS
275
Freedom Day Solutions
Texas
$1.33M +$50.7K +183 +4%