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Evertec
EVTC

270 hedge funds and large institutions have $2.14B invested in Evertec in 2025 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 82 increasing their positions, 107 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 39

2% more funds holding

Funds holding: 266 → 270 (+4)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.29% less ownership

Funds ownership: 100.52% → 99.23% (-1.3%)

7% less capital invested

Capital invested by funds: $2.31B → $2.14B (-$161M)

23% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 107

Holders
270
Holders Change
+4
Holders Change %
+1.5%
% of All Funds
3.54%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
46
Increased
82
Reduced
107
Closed
39
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Millennium Management
Millennium Management
New York
+$21.1M
2
American Century Companies
American Century Companies
Missouri
+$11.7M
3
Boston Partners
Boston Partners
Massachusetts
+$5.7M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$4.61M
5
ICM
Invenomic Capital Management
Massachusetts
+$4.6M

Top Sellers

1
DDC
DF Dent & Co
Maryland
-$10.5M
2
Victory Capital Management
Victory Capital Management
Texas
-$10.1M
3
UBS AM
UBS AM
Illinois
-$9.25M
4
GC
Globeflex Capital
California
-$9.18M
5
BlackRock
BlackRock
New York
-$7.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
226
Clearstead Advisors
Ohio
$14.2K +$4.64K +133 +46%
KB
227
Kimelman & Baird
New York
$13.5K – – –
DB
228
Danske Bank
Denmark
$13.5K – – –
Bessemer Group
229
Bessemer Group
New Jersey
$13K +$9.17K +263 +202%
MPW
230
MASECO Private Wealth
$13K – – –
NEWAS
231
N.E.W. Advisory Services
Wisconsin
$12.3K – – –
Pacer Advisors
232
Pacer Advisors
Pennsylvania
$12.3K +$12.7K +364 New
NA
233
NewEdge Advisors
Louisiana
$12K -$451K -12,923 -97%
HFS
234
Hantz Financial Services
Michigan
$12K +$10.2K +293 +381%
Fifth Third Bancorp
235
Fifth Third Bancorp
Ohio
$8.98K -$42.3K -1,212 -82%
US Bancorp
236
US Bancorp
Minnesota
$7.67K -$5.68K -163 -42%
Simplex Trading
237
Simplex Trading
Illinois
$7K +$7.25K +208 New
VCM
238
Versant Capital Management
Arizona
$6.25K +$6.45K +185 New
SC
239
Solstein Capital
California
$5.34K – – –
SCM
240
Sterling Capital Management
North Carolina
$5.27K +$105 +3 +2%
YDMI
241
Y.D. More Investments
Israel
$4.72K -$1.12K -32 -19%
AF
242
Allworth Financial
California
$4.32K -$35 -1 -0.8%
LI
243
LRI Investments
Florida
$3.88K – – –
WANY
244
Wealthspire Advisors (New York)
New York
$2.97K +$3.07K +88 New
RIL
245
Rothschild Investment LLC
Illinois
$2.67K -$1.6K -46 -37%
JSAM
246
J. Safra Asset Management
New York
$2.47K -$12.3K -352 -83%
FFA
247
Farther Finance Advisors
California
$2.4K -$6.52K -187 -72%
C
248
Covestor
United Kingdom
$2K +$488 +14 +32%
FFA
249
Frazier Financial Advisors
Ohio
$1.89K – – –
QCG
250
Quadrant Capital Group
Ohio
$1.82K +$1.88K +54 New
8 9
10
11 12

EVTC Hedge Fund Activity: Q3 2025 in Review

270 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Evertec (EVTC) for Q3 2025, worth a combined $2.14B — down 7% from $2.31B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new EVTC positions and 39 closed out — a net gain of 7 holders — while 82 added to existing stakes and 107 trimmed.

The largest buyer was Millennium Management, adding an estimated $21.1M. The largest seller was DF Dent & Co, exiting entirely with an estimated $10.5M sold.

  • 270 institutional investors held Evertec (EVTC) as of Q3 2025, up from 266 in Q2 2025.
  • Funds reported $2.14B of Evertec stock for Q3 2025, down 7% quarter-over-quarter.
  • 46 funds opened new Evertec positions in Q3 2025 and 39 closed out, a net change of +7 holders.
  • The largest Evertec buyer in Q3 2025 was Millennium Management, an estimated $21.1M added.
  • The largest Evertec seller in Q3 2025 was DF Dent & Co, an estimated $10.5M sold.

Based on aggregated 13F filings for Q3 2025.