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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 %
M&T Bank
351
M&T Bank
New York
$501K -$94.5K -341 -16%
CB
352
Commerce Bank
Missouri
$499K -$505K -1,822 -50%
GT
353
Greenleaf Trust
Michigan
$495K -$2.5K -9 -0.5%
Acadian Asset Management
354
Acadian Asset Management
Massachusetts
$492K +$492K +1,778 New
PCM
355
Prelude Capital Management
New York
$486K +$486K +1,754 New
WOC
356
West Oak Capital
California
$485K
VI
357
Versor Investments
New York
$481K +$204K +737 +74%
CTC
358
Cetera Trust Company
Minnesota
$477K -$26.1K -94 -5%
EWM
359
Evercore Wealth Management
New York
$477K
MA
360
Mutual Advisors
Nebraska
$471K +$471K +1,687 New
MIC
361
Maxi Investments CY
Cyprus
$469K +$469K +1,692 New
William Blair & Company
362
William Blair & Company
Illinois
$443K -$277 -1 -0.1%
Toronto Dominion Bank
363
Toronto Dominion Bank
Ontario, Canada
$438K +$8.03K +29 +2%
MCM
364
Manchester Capital Management
Vermont
$437K
PC
365
Pier Capital
Connecticut
$434K -$8.65M -31,197 -95%
CIM
366
Chiron Investment Management
New York
$432K
D.E. Shaw & Co
367
D.E. Shaw & Co
New York
$431K +$15K +54 +4%
EWA
368
EP Wealth Advisors
California
$429K -$13.9K -50 -3%
QCM
369
Qsemble Capital Management
New York
$428K +$428K +1,544 New
FBT
370
First Bank & Trust
South Dakota
$428K -$1.66K -6 -0.4%
WAM
371
Weiss Asset Management
Massachusetts
$422K +$422K +1,523 New
JF
372
Jump Financial
Illinois
$417K -$167K -604 -29%
JSW
373
Journey Strategic Wealth
New Jersey
$415K
KBC Group
374
KBC Group
Belgium
$404K +$122K +439 +43%
CFO
375
Callan Family Office
Pennsylvania
$398K +$398K +1,435 New