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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
Nisa Investment Advisors
201
Nisa Investment Advisors
Missouri
$31.3K +$1.83K +53 +7%
Osaic Holdings
202
Osaic Holdings
Arizona
$28.5K -$82.3K -2,383 -75%
OWA
203
Opal Wealth Advisors
New York
$23.9K +$22.4K +649 New
JSAM
204
J. Safra Asset Management
New York
$22.2K +$5.01K +145 +32%
FHA
205
First Horizon Advisors
Tennessee
$20K
Jones Financial Companies
206
Jones Financial Companies
Missouri
$19K +$1.1K +32 +7%
US Bancorp
207
US Bancorp
Minnesota
$17.7K
UB
208
UMB Bank
Missouri
$16.4K +$7.08K +205 +85%
KB
209
Kimelman & Baird
New York
$14.7K
DB
210
Danske Bank
Denmark
$14.7K
GI
211
GAMMA Investing
California
$14.5K +$3.35K +97 +33%
AAM
212
Advisors Asset Management
Colorado
$14.1K +$69 +2 +0.5%
NEWAS
213
N.E.W. Advisory Services
Wisconsin
$13.4K +$12.6K +365 New
RFS
214
Richardson Financial Services
Massachusetts
$12.1K -$69 -2 -0.6%
BIG
215
Brooklyn Investment Group
New York
$10.1K +$9.5K +275 New
PFBT
216
Parkside Financial Bank & Trust
Missouri
$8.61K +$898 +26 +13%
YDMI
217
Y.D. More Investments
Israel
$7.21K -$1.04K -30 -14%
AF
218
Allworth Financial
California
$7.04K -$3.38K -98 -32%
CIBC Private Wealth Group
219
CIBC Private Wealth Group
Georgia
$5.84K +$6.15K +178 +3,560%
SC
220
Solstein Capital
California
$5.81K
T
221
Transce3nd
Texas
$5.55K
Bessemer Group
222
Bessemer Group
New Jersey
$5K +$35 +1 +0.8%
CFB
223
Cullen/Frost Bankers
Texas
$4.94K +$898 +26 +24%
AAP
224
Arax Advisory Partners
Colorado
$4.78K +$1.21K +35 +37%
RIL
225
Rothschild Investment LLC
Illinois
$4.6K +$1.55K +45 +56%

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.