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EverQuote

242 hedge funds and large institutions have $750M invested in EverQuote in 2025 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 90 increasing their positions, 84 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,007% more call options, than puts

Call options by funds: $3.11M | Put options by funds: $281K

92% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 25

17% more capital invested

Capital invested by funds: $639M → $750M (+$111M)

10% more funds holding

Funds holding: 220242 (+22)

1.33% more ownership

Funds ownership: 84.69%86.02% (+1.3%)

7% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 84

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
242
Holders Change
+22
Holders Change %
+10%
% of All Funds
2.94%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
48
Increased
90
Reduced
84
Closed
25
Calls
$3.11M
Puts
$281K
Net Calls
+$2.83M
Net Calls Change
+$2.87M
Name Holding Trade Value Shares
Change
Change in
Stake
WA
226
WPG Advisers
Maryland
$1.51K +$1.36K +56 New
MPWT
227
MassMutual Private Wealth & Trust
Connecticut
$1.49K +$121 +5 +10%
W
228
WealthCollab
Washington
$1.38K
SHIM
229
Stone House Investment Management
Pennsylvania
$1.13K -$1.6K -66 -61%
AAP
230
Arax Advisory Partners
Colorado
$891 -$422K -17,404 -100%
SIC
231
SJS Investment Consulting
Ohio
$810 +$727 +30 New
CCM
232
Chilton Capital Management
Texas
$756 +$679 +28 New
PFBT
233
Parkside Financial Bank & Trust
Missouri
$675
BFS
234
Bare Financial Services
Pennsylvania
$594 +$533 +22 New
SS
235
Sunbelt Securities
Texas
$567 -$315 -13 -38%
TCM
236
TD Capital Management
Tennessee
$540
MCM
237
MAI Capital Management
Ohio
$459 -$848 -35 -67%
CA
238
CoreCap Advisors
Michigan
$351 +$145 +6 +86%
US Bancorp
239
US Bancorp
Minnesota
$216
ACA
240
American Capital Advisory
Idaho
$54 +$48 +2 New
HNB
241
Huntington National Bank
Ohio
$27
HFS
242
Hughes Financial Services
Virginia
$27 +$24 +1 New
PFMOSF
243
Philadelphia Financial Management of San Francisco
California
-$5.4M -236,077 Closed
DSCM
244
Divisadero Street Capital Management
Florida
-$4.29M -187,589 Closed
Tudor Investment Corp
245
Tudor Investment Corp
Connecticut
-$2.09M -91,338 Closed
SA
246
Sanctuary Advisors
Indiana
-$1.99M -86,940 Closed
IECM
247
Intrinsic Edge Capital Management
Illinois
-$1.83M -80,000 Closed
LIP
248
Lighthouse Investment Partners
Florida
-$1.48M -64,511 Closed
Focus Partners Wealth
249
Focus Partners Wealth
Massachusetts
-$644K -40,362 Closed
Connor, Clark & Lunn Investment Management (CC&L)
250
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$856K -37,448 Closed