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Evertec

265 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, 98 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
265
Holders Change
+13
Holders Change %
+5.16%
% of All Funds
3.55%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
40
Increased
93
Reduced
98
Closed
24
Calls
$324K
Puts
Net Calls
+$324K
Net Calls Change
+$4K
Name Holding Trade Value Shares
Change
Shares
Change %
RFS
226
Richardson Financial Services
Massachusetts
$12.1K
CA
227
Clearstead Advisors
Ohio
$10.4K +$10.4K +288 New
FFA
228
Farther Finance Advisors
California
$9.3K +$5.91K +164 +174%
TPWA
229
Twin Peaks Wealth Advisors
California
$6.71K +$6.71K +184 New
QL
230
Quarry LP
New York
$6.13K +$6.13K +170 New
YDMI
231
Y.D. More Investments
Israel
$6.07K -$826 -23 -12%
SC
232
Solstein Capital
California
$5.7K
SCM
233
Sterling Capital Management
North Carolina
$5.52K +$3.14K +87 +132%
BFS
234
Bare Financial Services
Pennsylvania
$5.19K +$3.21K +89 +162%
Bessemer Group
235
Bessemer Group
New Jersey
$5K
AAP
236
Arax Advisory Partners
Colorado
$4.69K
AF
237
Allworth Financial
California
$4.65K -$2.99K -83 -39%
RIL
238
Rothschild Investment LLC
Illinois
$4.51K
LI
239
LRI Investments
Florida
$4.15K +$1.19K +33 +40%
BIG
240
Brooklyn Investment Group
New York
$3.71K -$6.2K -172 -63%
HFS
241
Hantz Financial Services
Michigan
$3K +$2.46K +63 +450%
PSFG
242
Park Square Financial Group
Georgia
$2.7K +$2.7K +75 New
SPIA
243
Steward Partners Investment Advisory
New York
$2.49K
CIBC Private Wealth Group
244
CIBC Private Wealth Group
Georgia
$2.24K -$4.36K -121 -66%
FFA
245
Frazier Financial Advisors
Ohio
$2.02K
C
246
Covestor
United Kingdom
$2K +$1.82K +40 +1,000%
AssetMark Inc
247
AssetMark Inc
California
$1.88K -$1.51K -42 -45%
CFB
248
Cullen/Frost Bankers
Texas
$1.73K -$3.11K -86 -64%
MPWT
249
MassMutual Private Wealth & Trust
Connecticut
$1.69K -$865 -24 -34%
AGWCA
250
Annis Gardner Whiting Capital Advisors
Florida
$1.55K +$1.55K +43 New