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Evertec
EVTC

Overview Fund Activity

252 hedge funds and large institutions have $2.34B invested in Evertec in 2025 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 82 increasing their positions, 97 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
252
Holders Change
+7
Holders Change %
+2.86%
% of All Funds
3.42%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
38
Increased
82
Reduced
97
Closed
28
Calls
$412K
Puts
$92K
Net Calls
+$320K
Net Calls Change
+$213K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$32M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
$14.5M
3
Bank of America
Bank of America
North Carolina
$8.23M
4
CSS
Cubist Systematic Strategies
Connecticut
$3.65M
5
Jane Street
Jane Street
New York
$4.92M

Top Sellers

1
Invesco
Invesco
Georgia
$4.69M
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$0
3
State Street
State Street
Massachusetts
$90.1M
4
Vanguard Group
Vanguard Group
Pennsylvania
$262M
5
BlackRock
BlackRock
New York
$349M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
226
Farther Finance Advisors
California
$3.48K +$2.07K +56 +147%
AssetMark Inc
227
AssetMark Inc
California
$3.46K -$735 -20 -18%
LI
228
LRI Investments
Florida
$3.02K – – –
MPWT
229
MassMutual Private Wealth & Trust
Connecticut
$2.61K +$331 +9 +15%
EWA
230
EverSource Wealth Advisors
Alabama
$2.57K -$552 -15 -18%
SPIA
231
Steward Partners Investment Advisory
New York
$2.54K – – –
SCM
232
Sterling Capital Management
North Carolina
$2.43K – – –
CTWM
233
Cherry Tree Wealth Management
Minnesota
$2.13K +$2.13K +58 New
FFA
234
Frazier Financial Advisors
Ohio
$2.06K – – –
BFS
235
Bare Financial Services
Pennsylvania
$2.02K +$2.02K +55 New
CA
236
Continuum Advisory
Idaho
$1.95K +$74 +2 +4%
SW
237
SVB Wealth
Massachusetts
$1.62K +$1.62K +44 New
FMII
238
Farmers & Merchants Investments Inc
Nebraska
$1.47K -$294 -8 -17%
S
239
SignatureFD
Georgia
$1.29K – – –
SS
240
SBI Securities
Japan
$1.29K +$1.1K +30 +600%
PWMG
241
Private Wealth Management Group
New Jersey
$1.14K – – –
HFS
242
Hantz Financial Services
Michigan
$1K +$1K +14 New
JWA
243
JFS Wealth Advisors
Pennsylvania
$773 – – –
TSMHT
244
Thurston Springer Miller Herd & Titak
Indiana
$514 +$514 +14 New
PCTC
245
Perkins Coie Trust Company
Washington
$514 +$514 +14 New
SC
246
Stephens Consulting
Michigan
$368 +$368 +10 New
CIAM
247
Caitong International Asset Management
Hong Kong
$331 +$331 +9 New
AWM
248
Abound Wealth Management
Tennessee
$221 – – –
SIC
249
SJS Investment Consulting
Ohio
$148 – – –
DPW
250
DiNuzzo Private Wealth
Pennsylvania
$111 – – –
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