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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
PFSRSONJ
151
Police & Firemen's Retirement System of New Jersey
New Jersey
$521K +$26.1K +737 +5%
ProShare Advisors
152
ProShare Advisors
Maryland
$517K -$22.9K -646 -4%
JA
153
JLB & Associates
Michigan
$502K -$26.6K -751 -5%
AI
154
Atria Investments
North Carolina
$495K +$99.2K +2,798 +26%
XT
155
XTX Topco
Cayman Islands
$489K +$161K +4,550 +51%
LSV Asset Management
156
LSV Asset Management
Illinois
$483K -$7.71M -217,400 -94%
NA
157
NewEdge Advisors
Louisiana
$479K +$4.04K +114 +0.9%
EGM
158
Engineers Gate Manager
New York
$471K +$463K +13,066 New
Bank of Montreal
159
Bank of Montreal
Ontario, Canada
$469K -$15K -423 -3%
CCIA
160
Campbell & Co Investment Adviser
Maryland
$440K -$613K -17,284 -59%
I
161
InceptionR
California
$426K +$135K +3,800 +47%
MAM
162
Martingale Asset Management
Massachusetts
$423K +$415K +11,721 New
CFO
163
Callan Family Office
Pennsylvania
$410K +$403K +11,364 New
Cetera Investment Advisers
164
Cetera Investment Advisers
Illinois
$393K -$22.2K -626 -5%
Allspring Global Investments
165
Allspring Global Investments
North Carolina
$390K -$21.4K -605 -5%
SPS
166
Susquehanna Portfolio Strategies
Pennsylvania
$353K +$347K +9,797 New
Asset Management One
167
Asset Management One
Japan
$348K +$342K +9,643 New
ET
168
Equitable Trust
Tennessee
$330K +$10.5K +295 +3%
KeyBank National Association
169
KeyBank National Association
Ohio
$324K -$56.3K -1,587 -15%
Mariner
170
Mariner
Kansas
$321K -$56.3K -1,589 -15%
Pictet Asset Management
171
Pictet Asset Management
Switzerland
$320K +$6.81K +192 +2%
BIM
172
Bridges Investment Management
Nebraska
$308K
Lido Advisors
173
Lido Advisors
California
$302K +$297K +8,383 New
FRM
174
Fox Run Management
Connecticut
$299K -$185K -5,212 -39%
MOACM
175
Mutual of America Capital Management
New York
$295K -$38.7K -1,092 -12%

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.