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