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Evertec

253 hedge funds and large institutions have $2.34B invested in Evertec in 2025 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 82 increasing their positions, 99 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

348% more call options, than puts

Call options by funds: $412K | Put options by funds: $92K

33% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 27

3% more funds holding

Funds holding: 246253 (+7)

4% more capital invested

Capital invested by funds: $2.25B → $2.34B (+$93.2M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.25% less ownership

Funds ownership: 102.3%100.06% (-2.2%)

17% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 99

Holders
253
Holders Change
+7
Holders Change %
+2.85%
% of All Funds
3.39%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
36
Increased
82
Reduced
99
Closed
27
Calls
$412K
Puts
$92K
Net Calls
+$320K
Net Calls Change
+$213K
Name Holding Trade Value Shares
Change
Change in
Stake
DPW
251
DiNuzzo Private Wealth
Pennsylvania
$111
PWM
252
Parkworth Wealth Management
California
$74
Canada Pension Plan Investment Board
253
Canada Pension Plan Investment Board
Ontario, Canada
-$17.4M -504,370 Closed
ECM
254
ExodusPoint Capital Management
New York
-$3.01M -87,141 Closed
Thrivent Financial for Lutherans
255
Thrivent Financial for Lutherans
Minnesota
-$1.7M -49,170 Closed
MMEA
256
Main Management ETF Advisors
California
-$787K -22,784 Closed
SSA
257
Schonfeld Strategic Advisors
New York
-$662K -19,160 Closed
TJHA
258
Thomas J. Herzfeld Advisors
Florida
-$585K -16,956 Closed
FGP
259
Freestone Grove Partners
California
-$565K -16,372 Closed
NRD
260
Nebula Research & Development
New York
-$464K -13,424 Closed
Mackenzie Financial
261
Mackenzie Financial
Ontario, Canada
-$368K -10,667 Closed
Holocene Advisors
262
Holocene Advisors
New York
-$264K -7,653 Closed
VA
263
Vident Advisory
Georgia
-$260K -7,531 Closed
QT
264
Quantbot Technologies
New York
-$249K -7,222 Closed
VI
265
Vestcor Inc
New Brunswick, Canada
-$164K -4,755 Closed
PWA
266
Physician Wealth Advisors
Utah
-$13K -377 Closed
GWSG
267
GPS Wealth Strategies Group
Colorado
-$11.2K -324 Closed
VWM
268
Venturi Wealth Management
Texas
-$4.11K -119 Closed
EBA
269
Eagle Bay Advisors
New York
-$3K -87 Closed
PSFG
270
Park Square Financial Group
Georgia
-$2.97K -86 Closed
TCM
271
TD Capital Management
Tennessee
-$2.77K -80 Closed
HNW
272
High Note Wealth
Minnesota
-$2.38K -69 Closed
LFA
273
LGT Financial Advisors
Texas
-$2.17K -63 Closed
FWA
274
FSC Wealth Advisors
New York
-$2.07K -60 Closed
BWL
275
Bogart Wealth LLC
Virginia
-$1.97K -57 Closed

EVTC Hedge Fund Activity: Q1 2025 in Review

253 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Evertec (EVTC) for Q1 2025, worth a combined $2.34B — up 4.1% from $2.25B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new EVTC positions and 27 closed out — a net gain of 9 holders — while 82 added to existing stakes and 99 trimmed.

The largest buyer was Ameriprise, adding an estimated $10.4M. The largest seller was Invesco, cutting an estimated $26.5M.

  • 253 institutional investors held Evertec (EVTC) as of Q1 2025, up from 246 in Q4 2024.
  • Funds reported $2.34B of Evertec stock for Q1 2025, up 4.1% quarter-over-quarter.
  • 36 funds opened new Evertec positions in Q1 2025 and 27 closed out, a net change of +9 holders.
  • The largest Evertec buyer in Q1 2025 was Ameriprise, an estimated $10.4M added.
  • The largest Evertec seller in Q1 2025 was Invesco, an estimated $26.5M sold.

Based on aggregated 13F filings for Q1 2025.