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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.

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 %
AGWCA
551
Annis Gardner Whiting Capital Advisors
Florida
$6.1K -$11.1K -40 -65%
PWMG
552
Prestige Wealth Management Group
New Jersey
$5.82K – – –
AAP
553
Arax Advisory Partners
Colorado
$5.54K +$1.94K +7 +54%
AA
554
Addison Advisors
Vermont
$4.71K +$2.5K +9 +113%
FMII
555
Farmers & Merchants Investments Inc
Nebraska
$4.44K – – –
AWM
556
Avior Wealth Management
Nebraska
$4.16K -$1.39K -5 -25%
AS
557
Altshuler Shaham
Israel
$3.88K -$554 -2 -13%
MFT
558
Moisand Fitzgerald Tamayo
Florida
$3.88K – – –
BAM
559
Bellevue Asset Management
Washington
$3.88K – – –
ACA
560
Atlas Capital Advisors
Wyoming
$3.33K -$5.27K -19 -61%
BWL
561
Bogart Wealth LLC
Virginia
$3.33K +$3.33K +12 New
SIS
562
Sound Income Strategies
Florida
$2.77K – – –
HWM
563
HighMark Wealth Management
Minnesota
$2.77K – – –
SIC
564
SJS Investment Consulting
Ohio
$2.5K -$1.11K -4 -31%
DPW
565
DiNuzzo Private Wealth
Pennsylvania
$2.22K +$277 +1 +14%
Q1WB
566
Quest 10 Wealth Builders
Virginia
$2.22K +$2.22K +8 New
CWP
567
Concord Wealth Partners
Virginia
$1.94K – – –
HI
568
Horizon Investments
North Carolina
$1.94K +$1.94K +7 New
CSWM
569
Cassady Schiller Wealth Management
Ohio
$1.39K +$1.39K +5 New
S
570
Sachetta
Massachusetts
$1.11K – – –
BGAI
571
Bruce G. Allen Investments
Colorado
$832 -$1.11K -4 -57%
CA
572
Crewe Advisors
Utah
$555 +$278 +1 +100%
HWA
573
HHM Wealth Advisors
Tennessee
$555 +$555 +2 New
FMP
574
Financial Management Professionals
Texas
$554 – – –
RIL
575
Rothschild Investment LLC
Illinois
$554 – – –
21 22
23
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