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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
CAS
276
Coppell Advisory Solutions
Texas
-$1.58K -46 Closed
PA
277
Parallel Advisors
California
-$1.52K -44 Closed
FG
278
Fairman Group
Pennsylvania
-$863 -25 Closed
CWP
279
Concord Wealth Partners
Virginia
-$587 -17 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.