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Evercore

469 hedge funds and large institutions have $7.05B invested in Evercore in 2024 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 155 increasing their positions, 181 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
469
Holders Change
-2
Holders Change %
-0.42%
% of All Funds
6.82%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
62
Increased
155
Reduced
181
Closed
56
Calls
$12.5M
Puts
$10.1M
Net Calls
+$2.45M
Net Calls Change
+$4.3M
Name Holding Trade Value Shares
Change
Shares
Change %
SA
426
Scarborough Advisors
Maryland
$11.4K
NMM
427
Naples Money Management
Florida
$11.4K
CHA
428
Carmichael Hill & Associates
Maryland
$10.2K
GFPC
429
Global Financial Private Client
Florida
$9.17K
HI
430
Harbour Investments
Wisconsin
$6.88K -$1.04K -5 -13%
PWMG
431
Private Wealth Management Group
New Jersey
$6.67K
BL
432
BFSG LLC
California
$6.67K
DF
433
Dunhill Financial
United Kingdom
$6.67K +$6.67K +32 New
EC
434
EdgeRock Capital
Colorado
$6.04K +$6.04K +29 New
Bessemer Group
435
Bessemer Group
New Jersey
$6K
JWA
436
JFS Wealth Advisors
Pennsylvania
$5.84K
FFA
437
Frazier Financial Advisors
Ohio
$5.63K +$417 +2 +8%
ATPW
438
Ashton Thomas Private Wealth
Arizona
$5.63K +$5.63K +27 New
SSB
439
Sandy Spring Bank
Maryland
$5.63K +$5.63K +27 New
AWM
440
Avior Wealth Management
Nebraska
$5.42K -$32.5K -156 -86%
FNWA
441
Financial Network Wealth Advisors
Utah
$5.21K +$5.21K +25 New
GWP
442
Gen-Wealth Partners
Michigan
$5K
PWMG
443
Prestige Wealth Management Group
New Jersey
$4.38K
FRA
444
Front Row Advisors
California
$3.54K
AFWM
445
Abich Financial Wealth Management
Virginia
$3.39K -$424 -2 -11%
FMII
446
Farmers & Merchants Investments Inc
Nebraska
$3.34K
MFT
447
Moisand Fitzgerald Tamayo
Florida
$2.92K
BAM
448
Bellevue Asset Management
Washington
$2.92K
SIC
449
SJS Investment Consulting
Ohio
$2.71K
CA
450
CoreCap Advisors
Michigan
$2.71K +$2.71K +13 New