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

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$237M
2
Millennium Management
2
Millennium Management
New York
$18.4M
3
EIP
3
Epoch Investment Partners
New York
$16.8M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$172M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$209M
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
526
Fedenia Advisers
Wisconsin
$23.3K +$23.3K +84 New
LFA
527
LGT Financial Advisors
Texas
$21.9K – – –
SIC
528
Salem Investment Counselors
North Carolina
$20.8K – – –
Mitsubishi UFJ Asset Management
529
Mitsubishi UFJ Asset Management
Japan
$19.2K – – –
EBA
530
Eagle Bay Advisors
New York
$15.8K – – –
TCM
531
Tradewinds Capital Management
Washington
$15.2K – – –
CFO
532
CVA Family Office
Colorado
$15.2K – – –
C
533
Covestor
United Kingdom
$14K -$11K -40 -44%
GFPC
534
Global Financial Private Client
Florida
$13K +$832 +3 +7%
CA
535
CoreCap Advisors
Michigan
$12.8K +$9.15K +33 +254%
GIA
536
GHP Investment Advisors
Colorado
$12.5K – – –
DWM
537
Darwin Wealth Management
Florida
$11.9K -$282 -1 -2%
BCWM
538
Bartlett & Co Wealth Management
Ohio
$11.1K +$11.1K +40 New
HWM
539
Hemington Wealth Management
Virginia
$11K +$4.71K +18 +75%
WA
540
Whipplewood Advisors
Colorado
$10.5K +$10.5K +38 New
MG
541
Mather Group
Illinois
$9.42K -$1.94K -7 -17%
WA
542
WPG Advisers
Maryland
$9.42K +$9.42K +34 New
HI
543
Harbour Investments
Wisconsin
$9.15K – – –
BL
544
BFSG LLC
California
$8.87K – – –
PWMG
545
Private Wealth Management Group
New Jersey
$8.87K – – –
GWM
546
Geneos Wealth Management
Colorado
$8.59K – – –
SS
547
SBI Securities
Japan
$8.59K +$8.59K +31 New
JWA
548
JFS Wealth Advisors
Pennsylvania
$8.04K – – –
GWP
549
Gen-Wealth Partners
Michigan
$6.65K – – –
CA
550
Continuum Advisory
Idaho
$6.38K – – –
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