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EverQuote

215 hedge funds and large institutions have $645M invested in EverQuote in 2025 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 100 increasing their positions, 55 reducing their positions, and 39 closing their positions.

Holders
215
Holders Change
+2
Holders Change %
+0.94%
% of All Funds
2.89%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
44
Increased
100
Reduced
55
Closed
39
Calls
$5.38M
Puts
$858K
Net Calls
+$4.53M
Net Calls Change
-$1.61M
Name Market Value Shares Shares
Change
Shares
Change %
HSBC Holdings
101
HSBC Holdings
United Kingdom
$771K 31,639 +2,647 +9%
Invesco
102
Invesco
Georgia
$757K 31,290 +9,979 +47%
LCM
103
Legato Capital Management
California
$749K 30,976 -24,332 -44%
CC
104
Centiva Capital
New York
$728K 30,128 +12,639 +72%
DTL
105
Dynamic Technology Lab
Singapore
$726K 30,030 +30,030 New
Deutsche Bank
106
Deutsche Bank
Germany
$720K 29,787 -3,362 -10%
CMF
107
Counterpoint Mutual Funds
California
$715K 29,557 +29,557 New
BAM
108
Bosun Asset Management
Illinois
$697K 28,806 +9,524 +49%
Polen Capital Management
109
Polen Capital Management
Florida
$697K 28,806 +28,806 New
SSA
110
Sierra Summit Advisors
Nevada
$663K 27,401 -8,978 -25%
Carson Wealth (CWM LLC)
111
Carson Wealth (CWM LLC)
Nebraska
$661K 27,354 +14,653 +115%
MAM
112
Martingale Asset Management
Massachusetts
$660K 27,295 +27,295 New
Wells Fargo
113
Wells Fargo
California
$640K 26,480 -7,947 -23%
Citigroup
114
Citigroup
New York
$601K 24,861 -25,771 -51%
Fidelity Investments
115
Fidelity Investments
Massachusetts
$577K 23,848 +16,295 +216%
XT
116
XTX Topco
Cayman Islands
$572K 23,648 +23,648 New
Legal & General Group
117
Legal & General Group
United Kingdom
$569K 23,525 +1,709 +8%
NRD
118
Nebula Research & Development
New York
$551K 22,796 -47 -0.2%
Universal-Beteiligungs- und Servicegesellschaft
119
Universal-Beteiligungs- und Servicegesellschaft
Germany
$490K 20,277 +3,453 +21%
SO
120
STRS Ohio
Ohio
$479K 19,800 +2,900 +17%
Aviva
121
Aviva
United Kingdom
$470K 19,421 -6,083 -24%
Principal Financial Group
122
Principal Financial Group
Iowa
$467K 19,306 +19,306 New
Wealth Enhancement Advisory Services
123
Wealth Enhancement Advisory Services
Minnesota
$455K 18,550 +18,550 New
CP
124
CenterBook Partners
Connecticut
$419K 17,345 +17,345 New
HWAM
125
Hennion & Walsh Asset Management
New Jersey
$419K 17,334 +5,296 +44%