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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 %
HT
376
Headlands Technologies
Illinois
$397K +$397K +1,432 New
PA
377
Parallel Advisors
California
$396K +$1.39K +5 +0.4%
NCFG
378
New Century Financial Group
New Jersey
$389K -$61.1K -220 -14%
OTL
379
Oak Thistle LLC
New York
$379K +$52.1K +188 +16%
PHS
380
Pekin Hardy Strauss
Illinois
$373K -$36K -130 -9%
SCM
381
Shelton Capital Management
Colorado
$373K -$15.5K -56 -4%
SAM
382
Shell Asset Management
Netherlands
$371K -$555 -2 -0.1%
SAM
383
Strategy Asset Managers
California
$369K +$33.8K +122 +10%
P
384
&Partners
Tennessee
$364K +$364K +1,287 New
OAM
385
Oxford Asset Management
United Kingdom
$361K +$361K +1,304 New
NWAG
386
Net Worth Advisory Group
Utah
$357K -$554 -2 -0.2%
BDFN
387
Bond & Devick Financial Network
Minnesota
$355K
TPI
388
Trust Point Inc
Wisconsin
$348K +$98.4K +355 +39%
IWP
389
Insight Wealth Partners
Texas
$339K
FTWA
390
Fifth Third Wealth Advisors
Ohio
$339K
MAM
391
Martingale Asset Management
Massachusetts
$335K +$335K +1,208 New
RWM
392
Ritholtz Wealth Management
New York
$333K -$3.61K -13 -1%
AB
393
ANB Bank
Colorado
$330K +$330K +1,191 New
CI Investments Inc
394
CI Investments Inc
Ontario, Canada
$329K +$42.1K +152 +15%
CIBC Asset Management
395
CIBC Asset Management
Ontario, Canada
$325K +$15.8K +57 +5%
XT
396
XTX Topco
Cayman Islands
$321K -$227K -819 -41%
TPCW
397
TD Private Client Wealth
New York
$320K -$877K -3,165 -73%
LTAS
398
Linden Thomas Advisory Services
North Carolina
$319K -$4.99K -18 -2%
NA
399
NewEdge Advisors
Louisiana
$318K +$232K +837 +269%
UCFA
400
United Capital Financial Advisors
Texas
$310K +$554 +2 +0.2%