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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
ECM
201
EMC Capital Management
Texas
$70K -$148K -4,164 -68%
Carson Wealth (CWM LLC)
202
Carson Wealth (CWM LLC)
Nebraska
$64K -$10K -282 -14%
VI
203
Vestcor Inc
New Brunswick, Canada
$63K +$62.3K +1,759 New
Fifth Third Bancorp
204
Fifth Third Bancorp
Ohio
$53.3K -$7.83K -221 -13%
PFBT
205
Parkside Financial Bank & Trust
Missouri
$48.8K +$39.7K +1,121 +479%
PS
206
Principal Securities
Iowa
$48.8K +$9.78K +276 +26%
SAM
207
Smartleaf Asset Management
Massachusetts
$45.9K +$7.55K +213 +20%
Jones Financial Companies
208
Jones Financial Companies
Missouri
$37.2K +$18.3K +517 +100%
Ohio Public Employees Retirement System (OPERS)
209
Ohio Public Employees Retirement System (OPERS)
Ohio
$35K -$1.31K -37 -4%
HIA
210
Harbor Investment Advisory
Maryland
$34.7K -$17.9K -504 -34%
OWA
211
Opal Wealth Advisors
New York
$31.8K +$8.26K +233 +36%
Nisa Investment Advisors
212
Nisa Investment Advisors
Missouri
$30.1K -$603 -17 -2%
UFF
213
USA Financial Formulas
Michigan
$25.8K +$25.3K +715 New
GRP
214
Global Retirement Partners
California
$23.6K +$23.2K +654 New
GI
215
GAMMA Investing
California
$21.6K +$7.23K +204 +52%
FHA
216
First Horizon Advisors
Tennessee
$19.6K
BNP Paribas Asset Management
217
BNP Paribas Asset Management
France
$18K +$18.1K +511 New
JSAM
218
J. Safra Asset Management
New York
$15.3K -$6.34K -179 -30%
UB
219
UMB Bank
Missouri
$15.2K -$851 -24 -5%
KB
220
Kimelman & Baird
New York
$14.4K
DB
221
Danske Bank
Denmark
$14.4K
US Bancorp
222
US Bancorp
Minnesota
$14.1K -$3.26K -92 -19%
MPW
223
MASECO Private Wealth
$13.8K +$13.6K +384 New
NEWAS
224
N.E.W. Advisory Services
Wisconsin
$13.2K
HFM
225
Harvest Fund Management
China
$13K -$65K -1,835 -84%

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.