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.
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
Top Buyers
Top Sellers
| 1 |
DDC
DF Dent & Co
Baltimore,
Maryland
|
-$10.5M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
-$10.1M |
| 3 |
UBS AM
Chicago,
Illinois
|
-$9.25M |
| 4 |
GC
Globeflex Capital
San Diego,
California
|
-$9.18M |
| 5 |
BlackRock
New York
|
-$7.46M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TPWA
301
Twin Peaks Wealth Advisors
Burlingame,
California
| – | -$6.71K | -184 | Closed |
|
|
QL
302
Quarry LP
New York
| – | -$6.13K | -170 | Closed |
|
|
BIG
303
Brooklyn Investment Group
Brooklyn,
New York
| – | -$3.71K | -103 | Closed |
|
|
PSFG
304
Park Square Financial Group
Roswell,
Georgia
| – | -$2.7K | -75 | Closed |
|
305
AssetMark Inc
Concord,
California
| – | -$1.88K | -52 | Closed |
|
|
MCM
306
MAI Capital Management
Independence,
Ohio
| – | -$1.41K | -39 | Closed |
|
|
TSMHT
307
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
| – | -$504 | -14 | Closed |
|
|
LFG
308
Larson Financial Group
St Louis,
Missouri
| – | -$252 | -7 | Closed |
|
|
CIAM
309
Caitong International Asset Management
Hong Kong
| – | -$72 | -2 | Closed |
|
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.