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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
AG
276
Algert Global
California
TPSF
277
Texas Permanent School Fund
Texas
SFI
278
Susquehanna Fundamental Investments
Pennsylvania
ECM
279
ExodusPoint Capital Management
New York
DTL
280
Dynamic Technology Lab
Singapore
ETC
281
Exchange Traded Concepts
Oklahoma
HSBC Holdings
282
HSBC Holdings
United Kingdom
XT
283
XTX Topco
Cayman Islands
CCIA
284
Campbell & Co Investment Adviser
Maryland
I
285
InceptionR
California
CFO
286
Callan Family Office
Pennsylvania
SPS
287
Susquehanna Portfolio Strategies
Pennsylvania
FRM
288
Fox Run Management
Connecticut
PTC
289
Petrus Trust Company
Texas
GCM
290
Gallacher Capital Management
Colorado
IFWM
291
Institute for Wealth Management
Colorado
OAM
292
Oppenheimer Asset Management
New York
SPA
293
Sherbrooke Park Advisers
New York
QCM
294
Quantinno Capital Management
New York
HIA
295
Harbor Investment Advisory
Maryland
OWA
296
Opal Wealth Advisors
New York
UFF
297
USA Financial Formulas
Michigan
HFM
298
Harvest Fund Management
China
AAM
299
Advisors Asset Management
Colorado
TPWA
300
Twin Peaks Wealth Advisors
California