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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
MOACM
176
Mutual of America Capital Management
New York
$295K
IA
177
IFP Advisors
Florida
$294K
CAG
178
Crestwood Advisors Group
Massachusetts
$290K
CWM
179
CIBC World Markets
New York
$286K
PTC
180
Petrus Trust Company
Texas
$285K
TRCT
181
Tower Research Capital (TRC)
New York
$267K
Public Employees Retirement Association of Colorado
182
Public Employees Retirement Association of Colorado
Colorado
$264K
P
183
&Partners
Tennessee
$262K
ECM
184
Everence Capital Management
Indiana
$257K
Truist Financial
185
Truist Financial
North Carolina
$253K
WA
186
Wealth Alliance
New York
$239K
GCM
187
Gallacher Capital Management
Colorado
$239K
IFWM
188
Institute for Wealth Management
Colorado
$237K
CIM
189
Contravisory Investment Management
Massachusetts
$235K
AIP
190
Ameritas Investment Partners
Nebraska
$232K
MML Investors Services
191
MML Investors Services
Massachusetts
$224K
OAM
192
Oppenheimer Asset Management
New York
$216K
SPA
193
Sherbrooke Park Advisers
New York
$215K
QCM
194
Quantinno Capital Management
New York
$208K
SAM
195
Shell Asset Management
Netherlands
$109K
KBC Group
196
KBC Group
Belgium
$83K
HNB
197
Huntington National Bank
Ohio
$80.8K
Northwestern Mutual Wealth Management
198
Northwestern Mutual Wealth Management
Wisconsin
$80.5K
TPCW
199
TD Private Client Wealth
New York
$77.1K
EWA
200
EverSource Wealth Advisors
Alabama
$72K