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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 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
266
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
AAM
226
Advisors Asset Management
Colorado
$12.6K
RFS
227
Richardson Financial Services
Massachusetts
$12.1K
CA
228
Clearstead Advisors
Ohio
$10.4K
FFA
229
Farther Finance Advisors
California
$9.3K
TPWA
230
Twin Peaks Wealth Advisors
California
$6.71K
QL
231
Quarry LP
New York
$6.13K
YDMI
232
Y.D. More Investments
Israel
$6.07K
SC
233
Solstein Capital
California
$5.7K
SCM
234
Sterling Capital Management
North Carolina
$5.52K
BFS
235
Bare Financial Services
Pennsylvania
$5.19K
Bessemer Group
236
Bessemer Group
New Jersey
$5K
AAP
237
Arax Advisory Partners
Colorado
$4.69K
AF
238
Allworth Financial
California
$4.65K
RIL
239
Rothschild Investment LLC
Illinois
$4.51K
LI
240
LRI Investments
Florida
$4.15K
BIG
241
Brooklyn Investment Group
New York
$3.71K
HFS
242
Hantz Financial Services
Michigan
$3K
PSFG
243
Park Square Financial Group
Georgia
$2.7K
SPIA
244
Steward Partners Investment Advisory
New York
$2.49K
CIBC Private Wealth Group
245
CIBC Private Wealth Group
Georgia
$2.23K
FFA
246
Frazier Financial Advisors
Ohio
$2.02K
C
247
Covestor
United Kingdom
$2K
AssetMark Inc
248
AssetMark Inc
California
$1.88K
CFB
249
Cullen/Frost Bankers
Texas
$1.73K
MPWT
250
MassMutual Private Wealth & Trust
Connecticut
$1.69K