We are live on ! Find out more
EVTC icon

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
BFS
251
Bare Financial Services
Pennsylvania
$1.82K -$3.14K -90 -63%
TWD
252
True Wealth Design
Ohio
$1.72K +$1.78K +51 New
MPWT
253
MassMutual Private Wealth & Trust
Connecticut
$1.49K -$105 -3 -6%
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 -$872 -25 -40%
AGWCA
257
Annis Gardner Whiting Capital Advisors
Florida
$1.25K -$209 -6 -14%
S
258
SignatureFD
Georgia
$1.18K – – –
WA
259
WPG Advisers
Maryland
$1.15K +$1.19K +34 New
SIC
260
SJS Investment Consulting
Ohio
$1.08K – – –
WA
261
Westfuller Advisors
New York
$894 +$907 +26 New
CFB
262
Cullen/Frost Bankers
Texas
$546 -$1.12K -32 -67%
BGAI
263
Bruce G. Allen Investments
Colorado
$540 +$174 +5 +45%
PWMG
264
Private Wealth Management Group
New Jersey
$507 – – –
RF
265
Rossby Financial
Florida
$303 +$314 +9 New
EP
266
Essential Partners
California
$236 +$244 +7 New
AWM
267
Abound Wealth Management
Tennessee
$169 – – –
DPW
268
DiNuzzo Private Wealth
Pennsylvania
$108 – – –
SS
269
SBI Securities
Japan
$34 -$139 -4 -80%
JWA
270
JFS Wealth Advisors
Pennsylvania
$34 – – –
DDC
271
DF Dent & Co
Maryland
– -$10.5M -292,483 Closed
UBS AM
272
UBS AM
Illinois
– -$9.25M -256,565 Closed
LOAME
273
Lombard Odier Asset Management (Europe)
United Kingdom
– -$3.39M -94,000 Closed
Susquehanna International Group
274
Susquehanna International Group
Pennsylvania
– -$2.95M -81,703 Closed
Norges Bank
275
Norges Bank
Norway
– -$2.11M -58,572 Closed
9 10
11
12 13

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.