EVTC icon

Evertec

268 hedge funds and large institutions have $2.14B invested in Evertec in 2025 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 82 increasing their positions, 107 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 (-$162M)

23% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 107

Holders
268
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
TWD
251
True Wealth Design
Ohio
$1.72K
MPWT
252
MassMutual Private Wealth & Trust
Connecticut
$1.49K
CT
253
Clearstead Trust
Maine
$1.45K
FMII
254
Farmers & Merchants Investments Inc
Nebraska
$1.35K
CIBC Private Wealth Group
255
CIBC Private Wealth Group
Georgia
$1.25K
AGWCA
256
Annis Gardner Whiting Capital Advisors
Florida
$1.25K
S
257
SignatureFD
Georgia
$1.18K
WA
258
WPG Advisers
Maryland
$1.15K
SIC
259
SJS Investment Consulting
Ohio
$1.08K
WA
260
Westfuller Advisors
New York
$894
CFB
261
Cullen/Frost Bankers
Texas
$546
BGAI
262
Bruce G. Allen Investments
Colorado
$540
PWMG
263
Private Wealth Management Group
New Jersey
$507
RF
264
Rossby Financial
Florida
$303
AWM
265
Abound Wealth Management
Tennessee
$169
DPW
266
DiNuzzo Private Wealth
Pennsylvania
$108
SS
267
SBI Securities
Japan
$34
JWA
268
JFS Wealth Advisors
Pennsylvania
$34
DDC
269
DF Dent & Co
Maryland
UBS AM
270
UBS AM
Illinois
LOAME
271
Lombard Odier Asset Management (Europe)
United Kingdom
Susquehanna International Group
272
Susquehanna International Group
Pennsylvania
Norges Bank
273
Norges Bank
Norway
SI
274
Sapience Investments
California
TI
275
Trexquant Investment
Connecticut