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 %
I
301
InceptionR
California
$937K +$565K +2,038 +152%
Calamos Advisors
302
Calamos Advisors
Illinois
$911K
HEIP
303
Hudson Edge Investment Partners
New Jersey
$894K +$41.6K +150 +5%
DAS
304
Dynamic Advisor Solutions
Arizona
$871K +$26.1K +94 +3%
Carson Wealth (CWM LLC)
305
Carson Wealth (CWM LLC)
Nebraska
$867K +$406K +1,464 +88%
CIBC World Market
306
CIBC World Market
Ontario, Canada
$858K +$858K +3,096 New
PAG
307
Private Advisory Group
Washington
$842K +$842K +3,039 New
Swedbank
308
Swedbank
Sweden
$832K
Federated Hermes
309
Federated Hermes
Pennsylvania
$811K -$36.9K -133 -4%
ORC
310
O'Rourke & Company
Massachusetts
$808K -$91.7K -331 -10%
VAS
311
Vestmark Advisory Solutions
Massachusetts
$802K +$303K +1,092 +61%
CGH
312
Crossmark Global Holdings
Texas
$797K -$82.6K -298 -9%
Cambridge Investment Research Advisors
313
Cambridge Investment Research Advisors
Iowa
$784K +$282K +1,018 +56%
P
314
Pitcairn
Pennsylvania
$776K +$832 +3 +0.1%
IMRF
315
Illinois Municipal Retirement Fund
Illinois
$774K
CCM
316
Coldstream Capital Management
Washington
$770K -$5.54K -20 -0.7%
CL
317
Choreo LLC
Illinois
$765K -$468K -1,684 -38%
CFGS
318
Concourse Financial Group Securities
Alabama
$735K +$27.2K +95 +4%
ACP
319
Aviance Capital Partners
Florida
$735K -$211K -762 -22%
SAM
320
Securian Asset Management
Minnesota
$735K -$27.7K -100 -4%
HIS
321
Harvest Investment Services
Illinois
$733K +$733K +2,645 New
IB
322
Intrust Bank
Kansas
$721K +$13.3K +48 +2%
FNBOH
323
First National Bank of Hutchinson
Kansas
$705K +$705K +2,544 New
Commonwealth Equity Services
324
Commonwealth Equity Services
Massachusetts
$701K -$5.26K -19 -0.7%
Marshall Wace
325
Marshall Wace
United Kingdom
$693K +$693K +2,500 New