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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 %
FCG
401
Fielder Capital Group
Tennessee
$306K +$13K +47 +4%
BTI
402
Blue Trust Inc
Georgia
$305K -$199K -719 -40%
PCM
403
Princeton Capital Management
New Jersey
$305K +$305K +1,100 New
SC
404
Savant Capital
Illinois
$300K +$40.5K +146 +16%
KCM
405
Kendall Capital Management
Maryland
$299K -$92.9K -335 -24%
MWM
406
MGB Wealth Management
Texas
$299K +$299K +1,078 New
LCGC
407
Legacy Capital Group California
California
$298K +$58.2K +210 +24%
PWPS
408
Pinnacle Wealth Planning Services
Ohio
$294K -$832 -3 -0.3%
STA
409
Summit Trail Advisors
New York
$292K +$13.6K +49 +5%
JFG
410
Jefferies Financial Group
New York
$284K -$190K -686 -40%
AC
411
AXQ Capital
New Jersey
$282K +$38.3K +138 +16%
BMCM
412
Burns Matteson Capital Management
New York
$279K
OAM
413
Oppenheimer Asset Management
New York
$279K +$279K +1,006 New
CC
414
Courier Capital
New York
$277K
HWMO
415
Heritage Wealth Management (Ohio)
Ohio
$277K
NFP
416
Narus Financial Partners
Utah
$277K
BFG
417
Bleakley Financial Group
New Jersey
$276K -$11.1K -40 -4%
MGP
418
Metis Global Partners
California
$273K -$34.9K -126 -11%
TCM
419
Teza Capital Management
Illinois
$270K -$3.83M -13,807 -93%
CM
420
Crestline Management
Texas
$269K +$269K +970 New
WANY
421
Wealthspire Advisors (New York)
New York
$267K +$20.5K +74 +8%
SF
422
Summit Financial
New Jersey
$267K +$267K +962 New
PAS
423
Park Avenue Securities
New York
$266K +$266K +959 New
SCM
424
Stevens Capital Management
Pennsylvania
$265K +$265K +956 New
KW
425
Keyvantage Wealth
Pennsylvania
$265K +$265K +956 New