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Evercore

509 hedge funds and large institutions have $8.29B invested in Evercore in 2024 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 160 increasing their positions, 171 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
509
Holders Change
+40
Holders Change %
+8.53%
% of All Funds
7.36%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
92
Increased
160
Reduced
171
Closed
50
Calls
$17.9M
Puts
$17.9M
Net Calls
-$44K
Net Calls Change
-$2.49M
Name Holding Trade Value Shares
Change
Shares
Change %
IWP
351
Insight Wealth Partners
Texas
$310K +$13.9K +55 +5%
FTWA
352
Fifth Third Wealth Advisors
Ohio
$310K +$2.03K +8 +0.7%
RWM
353
Ritholtz Wealth Management
New York
$307K +$33.2K +131 +12%
SAM
354
Strategy Asset Managers
California
$307K +$307K +1,210 New
OAC
355
OMERS Administration Corp
Ontario, Canada
$304K +$304K +1,200 New
OTL
356
Oak Thistle LLC
New York
$298K +$298K +1,178 New
LTAS
357
Linden Thomas Advisory Services
North Carolina
$296K +$19K +75 +7%
BOSSRA
358
B.O.S.S. Retirement Advisors
Utah
$290K +$290K +1,144 New
UCFA
359
United Capital Financial Advisors
Texas
$283K +$283K +1,118 New
CIBC Asset Management
360
CIBC Asset Management
Ontario, Canada
$283K +$10.4K +41 +4%
MGP
361
Metis Global Partners
California
$281K -$27.1K -107 -9%
BAM
362
Belpointe Asset Management
Nevada
$271K +$271K +1,068 New
PWPS
363
Pinnacle Wealth Planning Services
Ohio
$269K -$40K -158 -13%
FCG
364
Fielder Capital Group
Tennessee
$268K
BFG
365
Bleakley Financial Group
New Jersey
$262K +$6.84K +27 +3%
CI Investments Inc
366
CI Investments Inc
Ontario, Canada
$262K +$23.8K +94 +10%
VFA
367
Valeo Financial Advisors
Indiana
$258K -$127K -500 -33%
KBC Group
368
KBC Group
Belgium
$258K +$26.4K +104 +11%
BMCM
369
Burns Matteson Capital Management
New York
$255K +$4.05K +16 +2%
STA
370
Summit Trail Advisors
New York
$254K +$254K +1,004 New
CC
371
Courier Capital
New York
$253K
HWMO
372
Heritage Wealth Management (Ohio)
Ohio
$253K
VI
373
Versor Investments
New York
$253K +$253K +1,000 New
NFP
374
Narus Financial Partners
Utah
$253K
PA
375
Profund Advisors
Maryland
$251K -$760 -3 -0.3%