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Evertec
EVTC

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: 246 → 253 (+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: 1 → 1 (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

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$10.4M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$4.49M
3
Bank of America
Bank of America
North Carolina
+$4.04M
4
CSS
Cubist Systematic Strategies
Connecticut
+$3.43M
5
Jane Street
Jane Street
New York
+$3M

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$26.5M
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$17.4M
3
State Street
State Street
Massachusetts
-$5.63M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$4.92M
5
BlackRock
BlackRock
New York
-$4.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
PPWM
176
Paragon Private Wealth Management
Kentucky
$236K -$66.8K -1,934 -23%
ECM
177
EMC Capital Management
Texas
$224K – – –
BA
178
Bridgewater Associates
Connecticut
$223K -$13.7K -396 -6%
JFG
179
Jefferies Financial Group
New York
$211K +$198K +5,741 New
WA
180
Wealth Alliance
New York
$209K +$196K +5,672 New
BC
181
Bridgefront Capital
Texas
$207K -$12.2K -352 -6%
BNP Paribas Financial Markets
182
BNP Paribas Financial Markets
France
$197K -$165K -4,784 -47%
SAM
183
Shell Asset Management
Netherlands
$123K -$4.94K -143 -4%
KBC Group
184
KBC Group
Belgium
$117K – – –
GC
185
Globeflex Capital
California
$115K – – –
ACM
186
Aster Capital Management
United Arab Emirates
$93.6K +$86.6K +2,506 New
HNB
187
Huntington National Bank
Ohio
$85.2K +$1.07K +31 +1%
HFM
188
Harvest Fund Management
China
$80K +$75.6K +2,189 New
Northwestern Mutual Wealth Management
189
Northwestern Mutual Wealth Management
Wisconsin
$80K -$3.59K -104 -5%
Carson Wealth (CWM LLC)
190
Carson Wealth (CWM LLC)
Nebraska
$75K -$5.91K -171 -8%
TPCW
191
TD Private Client Wealth
New York
$68.2K +$10.4K +300 +19%
JFGIW
192
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$64.9K +$3.45K +100 +6%
Fifth Third Bancorp
193
Fifth Third Bancorp
Ohio
$62.5K +$18.1K +525 +45%
CCM
194
Coldstream Capital Management
Washington
$59.8K +$56.2K +1,627 New
TRCT
195
Tower Research Capital (TRC)
New York
$57.2K -$100K -2,896 -65%
BTI
196
Blue Trust Inc
Georgia
$56K +$14.8K +429 +39%
HIA
197
Harbor Investment Advisory
Maryland
$53.9K – – –
SAM
198
Smartleaf Asset Management
Massachusetts
$39.1K -$4.39K -127 -11%
PS
199
Principal Securities
Iowa
$37.2K – – –
Ohio Public Employees Retirement System (OPERS)
200
Ohio Public Employees Retirement System (OPERS)
Ohio
$37.1K +$3.83K +111 +12%
6 7
8
9 10

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.