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Evertec

269 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 39 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 (-$161M)

23% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 107

Holders
269
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
BFS
251
Bare Financial Services
Pennsylvania
$1.82K
TWD
252
True Wealth Design
Ohio
$1.72K
MPWT
253
MassMutual Private Wealth & Trust
Connecticut
$1.49K
CT
254
Clearstead Trust
Maine
$1.45K
FMII
255
Farmers & Merchants Investments Inc
Nebraska
$1.35K
CIBC Private Wealth Group
256
CIBC Private Wealth Group
Georgia
$1.25K
AGWCA
257
Annis Gardner Whiting Capital Advisors
Florida
$1.25K
S
258
SignatureFD
Georgia
$1.18K
WA
259
WPG Advisers
Maryland
$1.15K
SIC
260
SJS Investment Consulting
Ohio
$1.08K
WA
261
Westfuller Advisors
New York
$894
CFB
262
Cullen/Frost Bankers
Texas
$546
BGAI
263
Bruce G. Allen Investments
Colorado
$540
PWMG
264
Private Wealth Management Group
New Jersey
$507
RF
265
Rossby Financial
Florida
$303
AWM
266
Abound Wealth Management
Tennessee
$169
DPW
267
DiNuzzo Private Wealth
Pennsylvania
$108
SS
268
SBI Securities
Japan
$34
JWA
269
JFS Wealth Advisors
Pennsylvania
$34
DDC
270
DF Dent & Co
Maryland
UBS AM
271
UBS AM
Illinois
LOAME
272
Lombard Odier Asset Management (Europe)
United Kingdom
Susquehanna International Group
273
Susquehanna International Group
Pennsylvania
Norges Bank
274
Norges Bank
Norway
SI
275
Sapience Investments
California