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Evertec

267 hedge funds and large institutions have $1.79B invested in Evertec in 2025 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 95 increasing their positions, 99 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 38

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 99

1% less funds holding

Funds holding: 270267 (-3)

3.09% less ownership

Funds ownership: 99.23%96.15% (-3.1%)

17% less capital invested

Capital invested by funds: $2.14B → $1.79B (-$355M)

Holders
267
Holders Change
-3
Holders Change %
-1.11%
% of All Funds
3.25%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
42
Increased
95
Reduced
99
Closed
38
Calls
$12K
Puts
Net Calls
+$12K
Net Calls Change
+$12K
Name Holding Trade Value Shares
Change
Change in
Stake
BW
226
Basepoint Wealth
Iowa
$6.22K +$6.36K +214 New
Bessemer Group
227
Bessemer Group
New Jersey
$6K -$6.06K -204 -52%
AF
228
Allworth Financial
California
$5.85K +$2.17K +73 +57%
VCM
229
Versant Capital Management
Arizona
$5.85K +$475 +16 +9%
Fifth Third Bancorp
230
Fifth Third Bancorp
Ohio
$4.77K -$3.03K -102 -38%
SC
231
Solstein Capital
California
$4.6K
FFA
232
Frazier Financial Advisors
Ohio
$4.54K +$2.97K +100 +179%
EF
233
Entrust Financial
Pennsylvania
$4.01K +$4.1K +138 New
AAP
234
Arax Advisory Partners
Colorado
$3.9K -$24.7K -832 -86%
Jones Financial Companies
235
Jones Financial Companies
Missouri
$3.46K -$10.5K -355 -75%
LI
236
LRI Investments
Florida
$3.35K
SIS
237
Sound Income Strategies
Florida
$2.81K +$2.82K +95 New
YDMI
238
Y.D. More Investments
Israel
$2.21K -$1.81K -61 -45%
JSAM
239
J. Safra Asset Management
New York
$2.12K
EP
240
Essential Partners
California
$2.01K +$1.84K +62 +886%
AssetMark Inc
241
AssetMark Inc
California
$2.01K +$2.05K +69 New
FMII
242
Farmers & Merchants Investments Inc
Nebraska
$1.16K
S
243
SignatureFD
Georgia
$1.02K
C
244
Covestor
United Kingdom
$1K -$386 -13 -22%
MPWT
245
MassMutual Private Wealth & Trust
Connecticut
$960 -$327 -11 -25%
Simplex Trading
246
Simplex Trading
Illinois
$872 -$5.29K -178 -86%
WA
247
Westfuller Advisors
New York
$771 +$30 +1 +4%
TCM
248
Triumph Capital Management
Colorado
$698 +$713 +24 New
CPG
249
Cornerstone Planning Group
New Jersey
$690 +$713 +24 New
QCG
250
Quadrant Capital Group
Ohio
$466 -$1.13K -38 -70%