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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
HNB
201
Huntington National Bank
Ohio
$75.9K +$174 +5 +0.2%
BTI
202
Blue Trust Inc
Georgia
$69.2K +$3.17K +91 +5%
ECM
203
EMC Capital Management
Texas
$65K – – –
SAM
204
Smartleaf Asset Management
Massachusetts
$61.8K +$18K +517 +40%
PFBT
205
Parkside Financial Bank & Trust
Missouri
$61.4K +$16.2K +464 +34%
VI
206
Vestcor Inc
New Brunswick, Canada
$59K – – –
ASN
207
Advisory Services Network
Georgia
$58.7K +$60.6K +1,738 New
Carson Wealth (CWM LLC)
208
Carson Wealth (CWM LLC)
Nebraska
$54K -$5.93K -170 -10%
BBHC
209
Brown Brothers Harriman & Co
New York
$51.8K +$53.5K +1,534 New
PE
210
Point72 Europe
United Kingdom
$50.6K +$52.3K +1,499 New
SAM
211
Shell Asset Management
Netherlands
$37K -$66.8K -1,915 -64%
Nisa Investment Advisors
212
Nisa Investment Advisors
Missouri
$36.6K +$8.72K +250 +30%
TPCW
213
TD Private Client Wealth
New York
$35.3K -$38.2K -1,095 -51%
AAP
214
Arax Advisory Partners
Colorado
$32.6K +$29.1K +836 +643%
Ohio Public Employees Retirement System (OPERS)
215
Ohio Public Employees Retirement System (OPERS)
Ohio
$32.5K -$314 -9 -0.9%
GRP
216
Global Retirement Partners
California
$32.5K +$10.7K +307 +47%
RFS
217
Richardson Financial Services
Massachusetts
$25.8K +$15.2K +435 +133%
GI
218
GAMMA Investing
California
$21.2K +$976 +28 +5%
SL
219
Salomon & Ludwin
Virginia
$20.7K +$21.1K +604 New
SPIA
220
Steward Partners Investment Advisory
New York
$20.5K +$18.7K +537 +778%
FHC
221
First Horizon Corporation
Tennessee
$18.1K +$18.7K +535 New
UB
222
UMB Bank
Missouri
$17.9K +$3.8K +109 +26%
BNP Paribas Asset Management
223
BNP Paribas Asset Management
France
$17K -$697 -20 -4%
Rockefeller Capital Management
224
Rockefeller Capital Management
New York
$16.6K +$17.1K +491 New
Jones Financial Companies
225
Jones Financial Companies
Missouri
$16.1K -$19.6K -561 -54%
7 8
9
10 11

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.