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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 39 funds opening new positions, 93 increasing their positions, 99 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 24

5% more funds holding

Funds holding: 253266 (+13)

0.46% more ownership

Funds ownership: 100.06%100.52% (+0.46%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $2.34B → $2.31B (-$34.7M)

6% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 99

Holders
266
Holders Change
+13
Holders Change %
+5.14%
% of All Funds
3.5%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
39
Increased
93
Reduced
99
Closed
24
Calls
$324K
Puts
Net Calls
+$324K
Net Calls Change
+$4K
Name Holding Trade Value Shares
Change
Change in
Stake
AGWCA
251
Annis Gardner Whiting Capital Advisors
Florida
$1.55K +$1.52K +43 New
CT
252
Clearstead Trust
Maine
$1.55K +$1.52K +43 New
FMII
253
Farmers & Merchants Investments Inc
Nebraska
$1.44K
MCM
254
MAI Capital Management
Ohio
$1.41K +$1.38K +39 New
S
255
SignatureFD
Georgia
$1.26K
SIC
256
SJS Investment Consulting
Ohio
$1.16K +$992 +28 +700%
PWMG
257
Private Wealth Management Group
New Jersey
$541 -$567 -16 -52%
TSMHT
258
Thurston Springer Miller Herd & Titak
Indiana
$504
BGAI
259
Bruce G. Allen Investments
Colorado
$397 +$390 +11 New
LFG
260
Larson Financial Group
Missouri
$252 +$248 +7 New
AWM
261
Abound Wealth Management
Tennessee
$181 -$35 -1 -17%
SS
262
SBI Securities
Japan
$180 -$1.06K -30 -86%
DPW
263
DiNuzzo Private Wealth
Pennsylvania
$109
CIAM
264
Caitong International Asset Management
Hong Kong
$72 -$248 -7 -78%
PWM
265
Parkworth Wealth Management
California
$72
JWA
266
JFS Wealth Advisors
Pennsylvania
$37 -$709 -20 -95%
ZIM
267
Zacks Investment Management
Illinois
-$1.45M -39,488 Closed
CF
268
Corebridge Financial
Texas
-$1.22M -33,258 Closed
HF
269
HRT Financial
New York
-$983K -26,756 Closed
JF
270
Jump Financial
Illinois
-$831K -22,600 Closed
Verition Fund Management
271
Verition Fund Management
Connecticut
-$804K -21,872 Closed
DFCM
272
Dark Forest Capital Management
Puerto Rico
-$670K -18,229 Closed
OAC
273
OMERS Administration Corp
Ontario, Canada
-$474K -12,900 Closed
ACM
274
Aquatic Capital Management
Illinois
-$393K -10,694 Closed
BCM
275
Bayesian Capital Management
New York
-$382K -10,400 Closed

EVTC Hedge Fund Activity: Q2 2025 in Review

266 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Evertec (EVTC) for Q2 2025, worth a combined $2.31B — down 1.5% from $2.34B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new EVTC positions and 24 closed out — a net gain of 15 holders — while 93 added to existing stakes and 99 trimmed.

The largest buyer was Boston Partners, opening a new position worth an estimated $12.9M. The largest seller was SEI Investments, cutting an estimated $20.7M.

  • 266 institutional investors held Evertec (EVTC) as of Q2 2025, up from 253 in Q1 2025.
  • Funds reported $2.31B of Evertec stock for Q2 2025, down 1.5% quarter-over-quarter.
  • 39 funds opened new Evertec positions in Q2 2025 and 24 closed out, a net change of +15 holders.
  • The largest Evertec buyer in Q2 2025 was Boston Partners, an estimated $12.9M added.
  • The largest Evertec seller in Q2 2025 was SEI Investments, an estimated $20.7M sold.

Based on aggregated 13F filings for Q2 2025.