EVR icon

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 %
Nomura Holdings
276
Nomura Holdings
Japan
$1.3M +$1.3M +4,698 New
LWAM
277
Legacy Wealth Asset Management
Minnesota
$1.3M -$118K -426 -8%
SIA
278
Sit Investment Associates
Minnesota
$1.23M
BP
279
BNP Paribas
France
$1.22M +$96.7K +349 +9%
MOS
280
MGO One Seven
Ohio
$1.22M +$1.22M +4,414 New
BCM
281
Buckhead Capital Management
Georgia
$1.22M -$38.8K -140 -3%
Creative Planning
282
Creative Planning
Kansas
$1.2M +$79K +285 +7%
FM
283
Foster & Motley
Ohio
$1.19M -$334K -1,205 -22%
AIM
284
Ausbil Investment Management
Australia
$1.19M -$377K -1,358 -24%
II
285
Inspire Investing
Idaho
$1.18M -$97.3K -351 -8%
ZB
286
Zions Bancorporation
Utah
$1.16M +$399K +1,439 +52%
X
287
Xponance
Pennsylvania
$1.15M +$54.9K +198 +5%
TC
288
TownSquare Capital
Utah
$1.15M -$52.1K -188 -4%
Asset Management One
289
Asset Management One
Japan
$1.12M -$307K -1,104 -21%
SOADOR
290
State of Alaska Department of Revenue
Alaska
$1.12M -$8.7M -31,403 -89%
Public Employees Retirement Association of Colorado
291
Public Employees Retirement Association of Colorado
Colorado
$1.08M
IP
292
Isthmus Partners
Wisconsin
$1.07M
SA
293
Sanctuary Advisors
Indiana
$1.07M +$59.4K +205 +6%
CIP
294
Cornerstone Investment Partners
Georgia
$1.06M +$28.8K +104 +3%
Nisa Investment Advisors
295
Nisa Investment Advisors
Missouri
$1.05M -$1.56M -5,635 -60%
EI
296
Ethic Inc
New York
$999K +$999K +3,603 New
TF
297
TLWM Financial
Texas
$990K +$990K +3,572 New
ACM
298
Aster Capital Management
United Arab Emirates
$983K +$983K +3,546 New
Janney Montgomery Scott
299
Janney Montgomery Scott
Pennsylvania
$957K +$200K +723 +26%
TCPG
300
Trivant Custom Portfolio Group
California
$952K -$7.21K -26 -0.8%