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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
IA
176
IFP Advisors
Florida
$294K +$54.6K +1,541 +24%
CAG
177
Crestwood Advisors Group
Massachusetts
$290K +$285K +8,044 New
CWM
178
CIBC World Markets
New York
$286K -$220K -6,203 -44%
PTC
179
Petrus Trust Company
Texas
$285K +$280K +7,900 New
TRCT
180
Tower Research Capital (TRC)
New York
$267K +$208K +5,860 +377%
Public Employees Retirement Association of Colorado
181
Public Employees Retirement Association of Colorado
Colorado
$264K
P
182
&Partners
Tennessee
$262K +$27.7K +782 +12%
ECM
183
Everence Capital Management
Indiana
$257K
Truist Financial
184
Truist Financial
North Carolina
$253K -$7.58K -214 -3%
WA
185
Wealth Alliance
New York
$239K +$33.7K +951 +17%
GCM
186
Gallacher Capital Management
Colorado
$239K +$235K +6,621 New
IFWM
187
Institute for Wealth Management
Colorado
$237K
CIM
188
Contravisory Investment Management
Massachusetts
$235K +$231K +6,509 New
AIP
189
Ameritas Investment Partners
Nebraska
$232K
MML Investors Services
190
MML Investors Services
Massachusetts
$224K +$220K +6,215 New
OAM
191
Oppenheimer Asset Management
New York
$216K -$100K -2,825 -32%
SPA
192
Sherbrooke Park Advisers
New York
$215K -$89.6K -2,529 -30%
QCM
193
Quantinno Capital Management
New York
$208K +$205K +5,773 New
SAM
194
Shell Asset Management
Netherlands
$109K -$11.7K -329 -10%
KBC Group
195
KBC Group
Belgium
$83K -$31.5K -888 -28%
HNB
196
Huntington National Bank
Ohio
$80.8K -$2.69K -76 -3%
Northwestern Mutual Wealth Management
197
Northwestern Mutual Wealth Management
Wisconsin
$80.5K +$2.09K +59 +3%
TPCW
198
TD Private Client Wealth
New York
$77.1K +$10.1K +284 +15%
EWA
199
EverSource Wealth Advisors
Alabama
$72K +$68.3K +1,926 +2,751%
BTI
200
Blue Trust Inc
Georgia
$70.6K +$15.5K +436 +29%

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.