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Evertec

253 hedge funds and large institutions have $2.34B invested in Evertec in 2025 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 82 increasing their positions, 99 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

348% more call options, than puts

Call options by funds: $412K | Put options by funds: $92K

33% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 27

3% more funds holding

Funds holding: 246253 (+7)

4% more capital invested

Capital invested by funds: $2.25B → $2.34B (+$93.2M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.25% less ownership

Funds ownership: 102.3%100.06% (-2.2%)

17% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 99

Holders
253
Holders Change
+7
Holders Change %
+2.85%
% of All Funds
3.39%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
36
Increased
82
Reduced
99
Closed
27
Calls
$412K
Puts
$92K
Net Calls
+$320K
Net Calls Change
+$213K
Name Holding Trade Value Shares
Change
Change in
Stake
QCG
226
Quadrant Capital Group
Ohio
$4.19K -$21.6K -626 -85%
FFA
227
Farther Finance Advisors
California
$3.48K +$1.93K +56 +147%
AssetMark Inc
228
AssetMark Inc
California
$3.46K -$691 -20 -18%
LI
229
LRI Investments
Florida
$3.02K
MPWT
230
MassMutual Private Wealth & Trust
Connecticut
$2.61K +$311 +9 +15%
EWA
231
EverSource Wealth Advisors
Alabama
$2.57K -$518 -15 -18%
SPIA
232
Steward Partners Investment Advisory
New York
$2.54K
SCM
233
Sterling Capital Management
North Carolina
$2.43K
CTWM
234
Cherry Tree Wealth Management
Minnesota
$2.13K +$2K +58 New
FFA
235
Frazier Financial Advisors
Ohio
$2.06K
BFS
236
Bare Financial Services
Pennsylvania
$2.02K +$1.9K +55 New
CA
237
Continuum Advisory
Idaho
$1.95K +$69 +2 +4%
SW
238
SVB Wealth
Massachusetts
$1.62K +$1.52K +44 New
FMII
239
Farmers & Merchants Investments Inc
Nebraska
$1.47K -$276 -8 -17%
S
240
SignatureFD
Georgia
$1.29K
SS
241
SBI Securities
Japan
$1.29K +$1.04K +30 +600%
PWMG
242
Private Wealth Management Group
New Jersey
$1.14K
HFS
243
Hantz Financial Services
Michigan
$1K +$484 +14 New
JWA
244
JFS Wealth Advisors
Pennsylvania
$773
PCTC
245
Perkins Coie Trust Company
Washington
$514 +$484 +14 New
TSMHT
246
Thurston Springer Miller Herd & Titak
Indiana
$514 +$484 +14 New
SC
247
Stephens Consulting
Michigan
$368 +$345 +10 New
CIAM
248
Caitong International Asset Management
Hong Kong
$331 +$311 +9 New
AWM
249
Abound Wealth Management
Tennessee
$221
SIC
250
SJS Investment Consulting
Ohio
$148

EVTC Hedge Fund Activity: Q1 2025 in Review

253 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Evertec (EVTC) for Q1 2025, worth a combined $2.34B — up 4.1% from $2.25B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new EVTC positions and 27 closed out — a net gain of 9 holders — while 82 added to existing stakes and 99 trimmed.

The largest buyer was Ameriprise, adding an estimated $10.4M. The largest seller was Invesco, cutting an estimated $26.5M.

  • 253 institutional investors held Evertec (EVTC) as of Q1 2025, up from 246 in Q4 2024.
  • Funds reported $2.34B of Evertec stock for Q1 2025, up 4.1% quarter-over-quarter.
  • 36 funds opened new Evertec positions in Q1 2025 and 27 closed out, a net change of +9 holders.
  • The largest Evertec buyer in Q1 2025 was Ameriprise, an estimated $10.4M added.
  • The largest Evertec seller in Q1 2025 was Invesco, an estimated $26.5M sold.

Based on aggregated 13F filings for Q1 2025.