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Evercore

583 hedge funds and large institutions have $9.23B invested in Evercore in 2024 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 190 increasing their positions, 199 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

10% more capital invested

Capital invested by funds: $8.4B → $9.23B (+$824M)

0.56% more ownership

Funds ownership: 86.86%87.42% (+0.56%)

5% less repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 199

Holders
583
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$15.3M
Puts
$11.4M
Net Calls
Net Calls Change

Top Buyers

1 +$165M
2 +$85M
3 +$57.4M
4
Invesco
Invesco
Georgia
+$38.9M
5
UBS Group
UBS Group
Switzerland
+$36.2M

Top Sellers

1 -$145M
2 -$91.9M
3 -$59.6M
4
JP Morgan Chase
JP Morgan Chase
New York
-$51.9M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$47.6M
Name Holding Trade Value Shares
Change
Change in
Stake
301
$952K
302
$937K
303
$911K
304
$894K
305
$871K
306
$867K
307
$858K
308
$842K
309
$832K
310
$811K
311
$808K
312
$802K
313
$797K
314
$784K
315
$776K
316
$774K
317
$770K
318
$765K
319
$735K
320
$735K
321
$735K
322
$733K
323
$721K
324
$705K
325
$701K