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EverQuote

175 hedge funds and large institutions have $511M invested in EverQuote in 2024 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 80 increasing their positions, 44 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

552% more call options, than puts

Call options by funds: $2.68M | Put options by funds: $411K

82% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 44

1.94% more ownership

Funds ownership: 78.63%80.57% (+1.9%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2% less capital invested

Capital invested by funds: $522M → $511M (-$10.6M)

9% less funds holding

Funds holding: 192175 (-17)

30% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 47

Holders
175
Holders Change
-17
Holders Change %
-8.85%
% of All Funds
2.31%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
33
Increased
80
Reduced
44
Closed
47
Calls
$2.68M
Puts
$411K
Net Calls
+$2.27M
Net Calls Change
+$1.62M
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
151
CIBC Private Wealth Group
Georgia
$7.57K
LSA
152
Leonteq Securities AG
Switzerland
$7K
FDCDDQ
153
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.5K +$5.19K +275 New
SS
154
SBI Securities
Japan
$5.28K +$4.99K +264 New
GI
155
GAMMA Investing
California
$4.7K +$2.83K +150 +176%
SAM
156
Smartleaf Asset Management
Massachusetts
$4.57K +$1.04K +55 +31%
VCM
157
Versant Capital Management
Arizona
$4.5K +$3.48K +184 +449%
CFB
158
Cullen/Frost Bankers
Texas
$3.62K +$472 +25 +16%
AWM
159
Avior Wealth Management
Nebraska
$3.14K +$1.87K +99 +171%
IA
160
IFP Advisors
Florida
$2.8K +$208 +11 +9%
Comerica Bank
161
Comerica Bank
Texas
$2.7K
SIS
162
Sound Income Strategies
Florida
$2K +$1.89K +100 New
Creative Planning
163
Creative Planning
Kansas
$1.62K +$1.53K +81 New
TC
164
Truvestments Capital
Florida
$1.44K
Nisa Investment Advisors
165
Nisa Investment Advisors
Missouri
$1.4K -$1.81K -96 -58%
CA
166
Continuum Advisory
Idaho
$1.34K -$604 -32 -32%
PA
167
Parallel Advisors
California
$1.32K +$302 +16 +32%
HNB
168
Huntington National Bank
Ohio
$1.16K
BIG
169
Brooklyn Investment Group
New York
$840 +$793 +42 New
TWD
170
True Wealth Design
Ohio
$820 -$2.42K -128 -76%
SCM
171
Sterling Capital Management
North Carolina
$520
LFG
172
Larson Financial Group
Missouri
$300 +$283 +15 New
S
173
SignatureFD
Georgia
$280
EWA
174
EverSource Wealth Advisors
Alabama
$180 +$170 +9 New
Jones Financial Companies
175
Jones Financial Companies
Missouri
$40

EVER Hedge Fund Activity: Q4 2024 in Review

175 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in EverQuote (EVER) for Q4 2024, worth a combined $511M — down 2% from $522M a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of EVER and 33 opened new positions — a net loss of 14 holders — while 44 trimmed existing stakes and 80 added.

The largest buyer was UBS Group, adding an estimated $14.5M. The largest seller was Emerald Advisers, exiting entirely with an estimated $13.5M sold.

  • 175 institutional investors held EverQuote (EVER) as of Q4 2024, down from 192 in Q3 2024.
  • Funds reported $511M of EverQuote stock for Q4 2024, down 2% quarter-over-quarter.
  • 33 funds opened new EverQuote positions in Q4 2024 and 47 closed out, a net change of -14 holders.
  • The largest EverQuote buyer in Q4 2024 was UBS Group, an estimated $14.5M added.
  • The largest EverQuote seller in Q4 2024 was Emerald Advisers, an estimated $13.5M sold.

Based on aggregated 13F filings for Q4 2024.