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Evertec

261 hedge funds and large institutions have $1.75B invested in Evertec in 2026 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 109 increasing their positions, 81 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 81

4.36% more ownership

Funds ownership: 96.15%100.51% (+4.4%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less capital invested

Capital invested by funds: $1.79B → $1.75B (-$38.4M)

3% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 39

2% less funds holding

Funds holding: 267261 (-6)

Holders
261
Holders Change
-6
Holders Change %
-2.25%
% of All Funds
3.21%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
38
Increased
109
Reduced
81
Closed
39
Calls
$2.16M
Puts
Net Calls
+$2.16M
Net Calls Change
+$2.14M
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
226
US Bancorp
Minnesota
$6.41K
BW
227
Basepoint Wealth
Iowa
$6.04K
JSAM
228
J. Safra Asset Management
New York
$5.39K +$3.35K +118 +162%
RIL
229
Rothschild Investment LLC
Illinois
$5.28K +$5.14K +181 +3,017%
SC
230
Solstein Capital
California
$4.46K
FFA
231
Frazier Financial Advisors
Ohio
$4.4K
EF
232
Entrust Financial
Pennsylvania
$3.9K
SI
233
Sapience Investments
California
$2.71K +$2.73K +96 New
TWD
234
True Wealth Design
Ohio
$2.68K +$2.58K +91 +2,275%
MPWT
235
MassMutual Private Wealth & Trust
Connecticut
$2.54K +$1.62K +57 +173%
MCM
236
MAI Capital Management
Ohio
$2.26K +$2.1K +74 +1,233%
RFP
237
Root Financial Partners
California
$1.86K +$1.88K +66 New
BLC
238
Brown, Lisle/Cummings
Rhode Island
$1.41K +$1.42K +50 New
KFAS
239
Keating Financial Advisory Services
Kansas
$1.41K +$1.42K +50 New
RF
240
Rossby Financial
Florida
$1.22K +$909 +32 +267%
FMII
241
Farmers & Merchants Investments Inc
Nebraska
$1.13K
BFS
242
Bare Financial Services
Pennsylvania
$1.04K +$1.05K +37 New
WPA
243
Wealth Preservation Advisors
Tennessee
$1.02K +$1.02K +36 New
S
244
SignatureFD
Georgia
$988
OCWP
245
Owl Creek Wealth Partners
Colorado
$988 +$994 +35 New
CIAM
246
Caitong International Asset Management
Hong Kong
$847 +$852 +30 New
SIC
247
SJS Investment Consulting
Ohio
$819 +$398 +14 +93%
TCM
248
Triumph Capital Management
Colorado
$677
AW
249
Ankerstar Wealth
Texas
$649 +$483 +17 +283%
TPWA
250
Twin Peaks Wealth Advisors
California
$621 +$625 +22 New