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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
MPWT
251
MassMutual Private Wealth & Trust
Connecticut
$1.69K
AGWCA
252
Annis Gardner Whiting Capital Advisors
Florida
$1.55K
CT
253
Clearstead Trust
Maine
$1.55K
FMII
254
Farmers & Merchants Investments Inc
Nebraska
$1.44K
MCM
255
MAI Capital Management
Ohio
$1.41K
S
256
SignatureFD
Georgia
$1.26K
SIC
257
SJS Investment Consulting
Ohio
$1.16K
PWMG
258
Private Wealth Management Group
New Jersey
$541
TSMHT
259
Thurston Springer Miller Herd & Titak
Indiana
$504
BGAI
260
Bruce G. Allen Investments
Colorado
$397
LFG
261
Larson Financial Group
Missouri
$252
AWM
262
Abound Wealth Management
Tennessee
$181
SS
263
SBI Securities
Japan
$180
DPW
264
DiNuzzo Private Wealth
Pennsylvania
$109
CIAM
265
Caitong International Asset Management
Hong Kong
$72
PWM
266
Parkworth Wealth Management
California
$72
JWA
267
JFS Wealth Advisors
Pennsylvania
$37
ZIM
268
Zacks Investment Management
Illinois
CF
269
Corebridge Financial
Texas
HF
270
HRT Financial
New York
JF
271
Jump Financial
Illinois
Verition Fund Management
272
Verition Fund Management
Connecticut
DFCM
273
Dark Forest Capital Management
Puerto Rico
OAC
274
OMERS Administration Corp
Ontario, Canada
ACM
275
Aquatic Capital Management
Illinois