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Evercore
EVR

Overview Fund Activity

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

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$287M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$89.6M
3
SIMG
Stephens Investment Management Group
Texas
$56.2M
4
Invesco
Invesco
Georgia
$395M
5
UBS Group
UBS Group
Switzerland
$50.4M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$237M
2
Millennium Management
Millennium Management
New York
$18.4M
3
EIP
Epoch Investment Partners
New York
$16.8M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$172M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$209M
Name Holding Trade Value Shares
Change 		Shares
Change %
Rafferty Asset Management
451
Rafferty Asset Management
New York
$224K -$3.88K -14 -2%
AIM
452
Aigen Investment Management
New York
$224K +$224K +808 New
LNWWM
453
Laird Norton Wetherby Wealth Management
California
$222K -$3.05K -11 -1%
PS
454
Planned Solutions
California
$222K – – –
MMA
455
Miracle Mile Advisors
California
$222K +$222K +800 New
FC
456
Farringdon Capital
United Kingdom
$221K +$221K +799 New
ISL
457
Ingalls & Snyder LLC
New York
$221K -$48.5K -175 -18%
WT
458
Whittier Trust
California
$221K +$221K +797 New
AWM
459
Axxcess Wealth Management
California
$220K +$220K +794 New
HWM
460
HB Wealth Management
Georgia
$218K +$218K +788 New
Walleye Capital
461
Walleye Capital
New York
$216K -$799K -2,884 -79%
National Bank of Canada
462
National Bank of Canada
Quebec, Canada
$216K -$46.3K -167 -18%
NG
463
Norden Group
Utah
$212K +$212K +765 New
VC
464
Vicus Capital
Pennsylvania
$210K +$210K +759 New
RGF
465
Retirement Guys Formula
Ohio
$209K +$209K +753 New
JIC
466
Joel Isaacson & Co
New York
$209K +$209K +752 New
QCM
467
QRG Capital Management
Illinois
$205K +$205K +740 New
ECA
468
Elevated Capital Advisors
Utah
$205K +$205K +738 New
RS
469
R Squared
Hong Kong
$202K +$202K +730 New
BHCM
470
Brevan Howard Capital Management
Jersey
$202K +$202K +727 New
IPW
471
Impact Partnership Wealth
Georgia
$201K -$57.6K -208 -22%
EWA
472
EverSource Wealth Advisors
Alabama
$197K +$21.9K +79 +12%
AT
473
Arlington Trust
Alabama
$194K – – –
CPBTD
474
Central Pacific Bank - Trust Division
Hawaii
$191K +$33.3K +120 +21%
PTC
475
Private Trust Company
Ohio
$183K – – –
17 18
19
20 21