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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 %
WA
426
Wealthstream Advisors
New York
$262K +$277 +1 +0.1%
ECM
427
Everence Capital Management
Indiana
$261K +$261K +940 New
PWG
428
Portside Wealth Group
Utah
$259K -$10.3K -37 -4%
BAM
429
Belpointe Asset Management
Nevada
$259K -$3.93K -16 -1%
SAI
430
Savvy Advisors Inc
New York
$258K +$258K +929 New
FFM
431
Forum Financial Management
Illinois
$256K +$256K +922 New
VFA
432
Valeo Financial Advisors
Indiana
$255K -$27.7K -100 -10%
HH
433
Hilltop Holdings
Texas
$255K +$9.42K +34 +4%
MNBTD
434
Moody National Bank Trust Division
Texas
$252K -$832 -3 -0.3%
Jones Financial Companies
435
Jones Financial Companies
Missouri
$251K -$8.59K -31 -3%
C
436
Certuity
Florida
$251K +$251K +904 New
AFG
437
Atomi Financial Group
New York
$249K +$5.27K +19 +2%
NI
438
NDVR Inc
Massachusetts
$248K +$2.5K +9 +1%
GIA
439
Gateway Investment Advisers
Ohio
$244K
PA
440
Profund Advisors
Maryland
$244K -$30.8K -111 -11%
MFG
441
Merit Financial Group
Georgia
$242K +$242K +874 New
PTC
442
Petrus Trust Company
Texas
$241K -$438K -1,581 -65%
AAS
443
Avantax Advisory Services
Texas
$240K +$14.4K +52 +6%
MYAM
444
Meiji Yasuda Asset Management
Japan
$239K -$3.6K -13 -1%
Walleye Trading
445
Walleye Trading
New York
$239K +$209K +753 +691%
HC
446
Hurley Capital
New York
$238K +$238K +856 New
IHL
447
Investment House LLC
California
$236K -$27.7K -100 -11%
EI
448
Ellevest Inc
New York
$235K +$235K +846 New
OC
449
Oppenheimer & Co
New York
$231K
SPA
450
Sherbrooke Park Advisers
New York
$225K +$225K +813 New