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Evertec

267 hedge funds and large institutions have $2.31B invested in Evertec in 2025 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 93 increasing their positions, 99 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

1% less capital invested

Capital invested by funds: $2.34B → $2.31B (-$31M)

6% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 99

Holders
267
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$324K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HFM
226
Harvest Fund Management
China
$13K
AAM
227
Advisors Asset Management
Colorado
$12.6K
RFS
228
Richardson Financial Services
Massachusetts
$12.1K
CA
229
Clearstead Advisors
Ohio
$10.4K
FFA
230
Farther Finance Advisors
California
$9.3K
TPWA
231
Twin Peaks Wealth Advisors
California
$6.71K
QL
232
Quarry LP
New York
$6.13K
YDMI
233
Y.D. More Investments
Israel
$6.07K
SC
234
Solstein Capital
California
$5.7K
SCM
235
Sterling Capital Management
North Carolina
$5.52K
BFS
236
Bare Financial Services
Pennsylvania
$5.19K
Bessemer Group
237
Bessemer Group
New Jersey
$5K
AAP
238
Arax Advisory Partners
Colorado
$4.69K
AF
239
Allworth Financial
California
$4.65K
RIL
240
Rothschild Investment LLC
Illinois
$4.51K
LI
241
LRI Investments
Florida
$4.15K
BIG
242
Brooklyn Investment Group
New York
$3.71K
HFS
243
Hantz Financial Services
Michigan
$3K
PSFG
244
Park Square Financial Group
Georgia
$2.7K
SPIA
245
Steward Partners Investment Advisory
New York
$2.49K
CIBC Private Wealth Group
246
CIBC Private Wealth Group
Georgia
$2.23K
FFA
247
Frazier Financial Advisors
Ohio
$2.02K
C
248
Covestor
United Kingdom
$2K
AssetMark Inc
249
AssetMark Inc
California
$1.88K
CFB
250
Cullen/Frost Bankers
Texas
$1.73K