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EverQuote
EVER

Overview Fund Activity

217 hedge funds and large institutions have $646M invested in EverQuote in 2025 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 100 increasing their positions, 56 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
217
Holders Change
+4
Holders Change %
+1.88%
% of All Funds
2.91%
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
56
Closed
39
Calls
$5.8M
Puts
$1.37M
Net Calls
+$4.43M
Net Calls Change
-$1.7M

Top Buyers

1
HAI
Hennessy Advisors Inc
California
+$10.2M
2
DCM
Driehaus Capital Management
Illinois
+$9.18M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$7.73M
4
EA
Emerald Advisers
Pennsylvania
+$4.25M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$4.15M

Top Sellers

1
FGP
Freestone Grove Partners
California
-$9.93M
2
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$5.8M
3
Citadel Advisors
Citadel Advisors
Florida
-$5.34M
4
GIM
Granahan Investment Management
Massachusetts
-$5.24M
5
DSCM
Divisadero Street Capital Management
Florida
-$5.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
HSBC Holdings
101
HSBC Holdings
United Kingdom
$771K +$64.5K +2,647 +9%
Invesco
102
Invesco
Georgia
$757K +$241K +9,979 +47%
LCM
103
Legato Capital Management
California
$749K -$588K -24,332 -44%
CC
104
Centiva Capital
New York
$728K +$306K +12,639 +72%
DTL
105
Dynamic Technology Lab
Singapore
$726K +$726K +30,030 New
Deutsche Bank
106
Deutsche Bank
Germany
$720K -$81.3K -3,362 -10%
CMF
107
Counterpoint Mutual Funds
California
$715K +$715K +29,557 New
BAM
108
Bosun Asset Management
Illinois
$697K +$230K +9,524 +49%
Polen Capital Management
109
Polen Capital Management
Florida
$697K +$697K +28,806 New
SSA
110
Sierra Summit Advisors
Nevada
$663K -$217K -8,978 -25%
Carson Wealth (CWM LLC)
111
Carson Wealth (CWM LLC)
Nebraska
$661K +$354K +14,653 +115%
MAM
112
Martingale Asset Management
Massachusetts
$660K +$660K +27,295 New
Wells Fargo
113
Wells Fargo
California
$640K -$192K -7,947 -23%
Citigroup
114
Citigroup
New York
$601K -$623K -25,771 -51%
Fidelity Investments
115
Fidelity Investments
Massachusetts
$577K +$394K +16,295 +216%
XT
116
XTX Topco
Cayman Islands
$572K +$572K +23,648 New
Legal & General Group
117
Legal & General Group
United Kingdom
$569K +$41.3K +1,709 +8%
NRD
118
Nebula Research & Development
New York
$551K -$1.14K -47 -0.2%
Universal-Beteiligungs- und Servicegesellschaft
119
Universal-Beteiligungs- und Servicegesellschaft
Germany
$490K +$83.5K +3,453 +21%
SO
120
STRS Ohio
Ohio
$479K +$70.1K +2,900 +17%
Aviva
121
Aviva
United Kingdom
$470K -$147K -6,083 -24%
Principal Financial Group
122
Principal Financial Group
Iowa
$467K +$467K +19,306 New
Wealth Enhancement Advisory Services
123
Wealth Enhancement Advisory Services
Minnesota
$455K +$455K +18,550 New
CP
124
CenterBook Partners
Connecticut
$419K +$419K +17,345 New
HWAM
125
Hennion & Walsh Asset Management
New Jersey
$419K +$128K +5,296 +44%
3 4
5
6 7