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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 114 funds opening new positions, 190 increasing their positions, 198 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

10% more capital invested

Capital invested by funds: $8.4B → $9.23B (+$824M)

0.57% more ownership

Funds ownership: 86.85%87.42% (+0.57%)

4% less repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 198

Holders
582
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$15.3M
Puts
$11.4M
Net Calls
Net Calls Change

Top Buyers

1 +$161M
2 +$83.2M
3 +$56.2M
4
Invesco
Invesco
Georgia
+$38.1M
5
UBS Group
UBS Group
Switzerland
+$35.4M

Top Sellers

1 -$142M
2 -$89.9M
3 -$58.3M
4
JP Morgan Chase
JP Morgan Chase
New York
-$50.8M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$46.6M
Name Holding Trade Value Shares
Change
Change in
Stake
451
$224K
452
$224K
453
$222K
454
$222K
455
$222K
456
$221K
457
$221K
458
$221K
459
$220K
460
$218K
461
$216K
462
$216K
463
$212K
464
$210K
465
$209K
466
$209K
467
$205K
468
$205K
469
$202K
470
$202K
471
$201K
472
$197K
473
$194K
474
$191K
475
$183K