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Evertec

266 hedge funds and large institutions have $2.31B invested in Evertec in 2025 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 93 increasing their positions, 99 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 24

5% more funds holding

Funds holding: 253266 (+13)

0.46% more ownership

Funds ownership: 100.06%100.52% (+0.46%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $2.34B → $2.31B (-$34.7M)

6% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 99

Holders
266
Holders Change
+13
Holders Change %
+5.14%
% of All Funds
3.5%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
39
Increased
93
Reduced
99
Closed
24
Calls
$324K
Puts
Net Calls
+$324K
Net Calls Change
+$4K
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
226
Advisors Asset Management
Colorado
$12.6K -$1.21K -34 -9%
RFS
227
Richardson Financial Services
Massachusetts
$12.1K
CA
228
Clearstead Advisors
Ohio
$10.4K +$10.2K +288 New
FFA
229
Farther Finance Advisors
California
$9.3K +$5.81K +164 +174%
TPWA
230
Twin Peaks Wealth Advisors
California
$6.71K +$6.52K +184 New
QL
231
Quarry LP
New York
$6.13K +$6.03K +170 New
YDMI
232
Y.D. More Investments
Israel
$6.07K -$815 -23 -12%
SC
233
Solstein Capital
California
$5.7K
SCM
234
Sterling Capital Management
North Carolina
$5.52K +$3.08K +87 +132%
BFS
235
Bare Financial Services
Pennsylvania
$5.19K +$3.15K +89 +162%
Bessemer Group
236
Bessemer Group
New Jersey
$5K
AAP
237
Arax Advisory Partners
Colorado
$4.69K
AF
238
Allworth Financial
California
$4.65K -$2.94K -83 -39%
RIL
239
Rothschild Investment LLC
Illinois
$4.51K
LI
240
LRI Investments
Florida
$4.15K +$1.17K +33 +40%
BIG
241
Brooklyn Investment Group
New York
$3.71K -$6.1K -172 -63%
HFS
242
Hantz Financial Services
Michigan
$3K +$2.23K +63 +450%
PSFG
243
Park Square Financial Group
Georgia
$2.7K +$2.66K +75 New
SPIA
244
Steward Partners Investment Advisory
New York
$2.49K
CIBC Private Wealth Group
245
CIBC Private Wealth Group
Georgia
$2.23K -$4.29K -121 -66%
FFA
246
Frazier Financial Advisors
Ohio
$2.02K
C
247
Covestor
United Kingdom
$2K +$1.42K +40 +1,000%
AssetMark Inc
248
AssetMark Inc
California
$1.88K -$1.49K -42 -45%
CFB
249
Cullen/Frost Bankers
Texas
$1.73K -$3.05K -86 -64%
MPWT
250
MassMutual Private Wealth & Trust
Connecticut
$1.69K -$851 -24 -34%

EVTC Hedge Fund Activity: Q2 2025 in Review

266 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Evertec (EVTC) for Q2 2025, worth a combined $2.31B — down 1.5% from $2.34B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new EVTC positions and 24 closed out — a net gain of 15 holders — while 93 added to existing stakes and 99 trimmed.

The largest buyer was Boston Partners, opening a new position worth an estimated $12.9M. The largest seller was SEI Investments, cutting an estimated $20.7M.

  • 266 institutional investors held Evertec (EVTC) as of Q2 2025, up from 253 in Q1 2025.
  • Funds reported $2.31B of Evertec stock for Q2 2025, down 1.5% quarter-over-quarter.
  • 39 funds opened new Evertec positions in Q2 2025 and 24 closed out, a net change of +15 holders.
  • The largest Evertec buyer in Q2 2025 was Boston Partners, an estimated $12.9M added.
  • The largest Evertec seller in Q2 2025 was SEI Investments, an estimated $20.7M sold.

Based on aggregated 13F filings for Q2 2025.