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Evertec

267 hedge funds and large institutions have $1.79B invested in Evertec in 2025 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 95 increasing their positions, 99 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 38

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 99

1% less funds holding

Funds holding: 270267 (-3)

3.09% less ownership

Funds ownership: 99.23%96.15% (-3.1%)

17% less capital invested

Capital invested by funds: $2.14B → $1.79B (-$355M)

Holders
267
Holders Change
-3
Holders Change %
-1.11%
% of All Funds
3.25%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
42
Increased
95
Reduced
99
Closed
38
Calls
$12K
Puts
Net Calls
+$12K
Net Calls Change
+$12K
Name Holding Trade Value Shares
Change
Change in
Stake
CA
201
Clearstead Advisors
Ohio
$36.1K +$24.3K +819 +195%
HFS
202
Hantz Financial Services
Michigan
$31K +$20.9K +702 +190%
KAS
203
Kestra Advisory Services
Texas
$30.8K +$31.5K +1,060 New
Ohio Public Employees Retirement System (OPERS)
204
Ohio Public Employees Retirement System (OPERS)
Ohio
$28.7K +$772 +26 +3%
BTI
205
Blue Trust Inc
Georgia
$27.9K -$32.4K -1,091 -53%
SAM
206
Smartleaf Asset Management
Massachusetts
$21.5K -$31.4K -1,056 -59%
PWPS
207
Pinnacle Wealth Planning Services
Ohio
$21.4K +$21.9K +737 New
QL
208
Quarry LP
New York
$20.2K +$20.6K +695 New
FHC
209
First Horizon Corporation
Tennessee
$18.7K +$3.18K +107 +20%
Nisa Investment Advisors
210
Nisa Investment Advisors
Missouri
$17.8K -$14K -471 -43%
SPIA
211
Steward Partners Investment Advisory
New York
$17.6K
Rockefeller Capital Management
212
Rockefeller Capital Management
New York
$16K +$1.72K +58 +12%
Osaic Holdings
213
Osaic Holdings
Arizona
$16K -$648K -21,810 -98%
SL
214
Salomon & Ludwin
Virginia
$14.3K -$3.68K -124 -21%
CIBC Private Wealth Group
215
CIBC Private Wealth Group
Georgia
$14K +$13.2K +443 +1,197%
SCM
216
Sterling Capital Management
North Carolina
$12.5K +$8.08K +272 +174%
UB
217
UMB Bank
Missouri
$12.2K -$3.36K -113 -21%
DB
218
Danske Bank
Denmark
$11.6K
MPW
219
MASECO Private Wealth
$11.2K +$30 +1 +0.3%
NA
220
NewEdge Advisors
Louisiana
$10.3K -$30 -1 -0.3%
Pacer Advisors
221
Pacer Advisors
Pennsylvania
$9.95K -$654 -22 -6%
FFA
222
Farther Finance Advisors
California
$9.22K +$7.31K +246 +346%
ACM
223
Aster Capital Management
United Arab Emirates
$8.52K +$8.71K +293 New
GI
224
GAMMA Investing
California
$6.95K -$11.5K -388 -62%
US Bancorp
225
US Bancorp
Minnesota
$6.6K