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EverQuote

219 hedge funds and large institutions have $648M invested in EverQuote in 2025 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 102 increasing their positions, 56 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

325% more call options, than puts

Call options by funds: $5.8M | Put options by funds: $1.36M

82% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 56

10% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 39

2.1% more ownership

Funds ownership: 80.16%82.26% (+2.1%)

1% more funds holding

Funds holding: 216219 (+3)

4% less capital invested

Capital invested by funds: $674M → $648M (-$26.8M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
219
Holders Change
+3
Holders Change %
+1.39%
% of All Funds
2.88%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
43
Increased
102
Reduced
56
Closed
39
Calls
$5.8M
Puts
$1.36M
Net Calls
+$4.43M
Net Calls Change
-$1.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Two Sigma Advisers
101
Two Sigma Advisers
New York
$791K -$417K -17,600 -35%
HSBC Holdings
102
HSBC Holdings
United Kingdom
$771K +$62.7K +2,647 +9%
Invesco
103
Invesco
Georgia
$757K +$236K +9,979 +47%
LCM
104
Legato Capital Management
California
$749K -$576K -24,332 -44%
CC
105
Centiva Capital
New York
$728K +$299K +12,639 +72%
DTL
106
Dynamic Technology Lab
Singapore
$726K +$711K +30,030 New
VEA
107
Virtus ETF Advisers
New York
$726K +$450K +19,005 +173%
Deutsche Bank
108
Deutsche Bank
Germany
$720K -$79.7K -3,362 -10%
CMF
109
Counterpoint Mutual Funds
California
$715K -$1.12M -47,368 -62%
BAM
110
Bosun Asset Management
Illinois
$697K +$226K +9,524 +49%
Polen Capital Management
111
Polen Capital Management
Florida
$697K +$682K +28,806 New
SSA
112
Sierra Summit Advisors
Nevada
$663K -$213K -8,978 -25%
Carson Wealth (CWM LLC)
113
Carson Wealth (CWM LLC)
Nebraska
$661K +$347K +14,653 +115%
MAM
114
Martingale Asset Management
Massachusetts
$660K +$647K +27,295 New
Wells Fargo
115
Wells Fargo
California
$640K -$188K -7,947 -23%
Citigroup
116
Citigroup
New York
$601K -$611K -25,771 -51%
Fidelity Investments
117
Fidelity Investments
Massachusetts
$577K +$386K +16,295 +216%
XT
118
XTX Topco
Cayman Islands
$572K +$560K +23,648 New
Legal & General Group
119
Legal & General Group
United Kingdom
$569K +$40.5K +1,709 +8%
NRD
120
Nebula Research & Development
New York
$551K -$1.11K -47 -0.2%
Universal-Beteiligungs- und Servicegesellschaft
121
Universal-Beteiligungs- und Servicegesellschaft
Germany
$490K +$81.8K +3,453 +21%
SO
122
STRS Ohio
Ohio
$479K +$68.7K +2,900 +17%
Aviva
123
Aviva
United Kingdom
$470K -$144K -6,083 -24%
Principal Financial Group
124
Principal Financial Group
Iowa
$467K +$457K +19,306 New
Wealth Enhancement Advisory Services
125
Wealth Enhancement Advisory Services
Minnesota
$455K +$440K +18,550 New

EVER Hedge Fund Activity: Q2 2025 in Review

219 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in EverQuote (EVER) for Q2 2025, worth a combined $648M — down 4% from $674M a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new EVER positions and 39 closed out — a net gain of 4 holders — while 102 added to existing stakes and 56 trimmed.

The largest buyer was Hennessy Advisors Inc, opening a new position worth an estimated $9.97M. The largest seller was Freestone Grove Partners, exiting entirely with an estimated $9.93M sold.

  • 219 institutional investors held EverQuote (EVER) as of Q2 2025, up from 216 in Q1 2025.
  • Funds reported $648M of EverQuote stock for Q2 2025, down 4% quarter-over-quarter.
  • 43 funds opened new EverQuote positions in Q2 2025 and 39 closed out, a net change of +4 holders.
  • The largest EverQuote buyer in Q2 2025 was Hennessy Advisors Inc, an estimated $9.97M added.
  • The largest EverQuote seller in Q2 2025 was Freestone Grove Partners, an estimated $9.93M sold.

Based on aggregated 13F filings for Q2 2025.