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Evertec

267 hedge funds and large institutions have $2.14B invested in Evertec in 2025 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 81 increasing their positions, 106 reducing their positions, and 40 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 funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

7% less capital invested

Capital invested by funds: $2.31B → $2.14B (-$163M)

24% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 106

Holders
267
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
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DB
226
Danske Bank
Denmark
$13.5K
Bessemer Group
227
Bessemer Group
New Jersey
$13K
MPW
228
MASECO Private Wealth
$13K
NEWAS
229
N.E.W. Advisory Services
Wisconsin
$12.3K
Pacer Advisors
230
Pacer Advisors
Pennsylvania
$12.3K
NA
231
NewEdge Advisors
Louisiana
$12K
HFS
232
Hantz Financial Services
Michigan
$12K
Fifth Third Bancorp
233
Fifth Third Bancorp
Ohio
$8.98K
US Bancorp
234
US Bancorp
Minnesota
$7.67K
Simplex Trading
235
Simplex Trading
Illinois
$7K
VCM
236
Versant Capital Management
Arizona
$6.25K
SC
237
Solstein Capital
California
$5.34K
SCM
238
Sterling Capital Management
North Carolina
$5.27K
YDMI
239
Y.D. More Investments
Israel
$4.72K
LI
240
LRI Investments
Florida
$3.88K
WANY
241
Wealthspire Advisors (New York)
New York
$2.97K
RIL
242
Rothschild Investment LLC
Illinois
$2.67K
JSAM
243
J. Safra Asset Management
New York
$2.47K
FFA
244
Farther Finance Advisors
California
$2.4K
C
245
Covestor
United Kingdom
$2K
FFA
246
Frazier Financial Advisors
Ohio
$1.89K
QCG
247
Quadrant Capital Group
Ohio
$1.82K
BFS
248
Bare Financial Services
Pennsylvania
$1.82K
TWD
249
True Wealth Design
Ohio
$1.72K
MPWT
250
MassMutual Private Wealth & Trust
Connecticut
$1.49K