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EverQuote

223 hedge funds and large institutions have $463M invested in EverQuote in 2026 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 99 increasing their positions, 65 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

8% less funds holding

Funds holding: 242223 (-19)

28% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 53

38% less capital invested

Capital invested by funds: $750M → $463M (-$287M)

Holders
223
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.42M
Puts
$956K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
176
EverSource Wealth Advisors
Alabama
$11.2K
Osaic Holdings
177
Osaic Holdings
Arizona
$10.9K
GI
178
GAMMA Investing
California
$10.2K
ASN
179
Advisory Services Network
Georgia
$10.1K
MCM
180
MAI Capital Management
Ohio
$9.9K
PWAM
181
Private Wealth Asset Management
Iowa
$9.25K
BL
182
BFSG LLC
California
$8.3K
AAP
183
Arax Advisory Partners
Colorado
$7.79K
Nisa Investment Advisors
184
Nisa Investment Advisors
Missouri
$6.42K
Rockefeller Capital Management
185
Rockefeller Capital Management
New York
$6.26K
PWPS
186
Pinnacle Wealth Planning Services
Ohio
$6.17K
SPIA
187
Steward Partners Investment Advisory
New York
$6.17K
PNC Financial Services Group
188
PNC Financial Services Group
Pennsylvania
$5.89K
SAM
189
Smartleaf Asset Management
Massachusetts
$5.11K
FDCDDQ
190
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.63K
CMA
191
Cedar Mountain Advisors
Oregon
$4.24K
EP
192
Essential Partners
California
$4.19K
MAM
193
Marquette Asset Management
Minnesota
$3.98K
Fifth Third Bancorp
194
Fifth Third Bancorp
Ohio
$3.77K
RIL
195
Rothschild Investment LLC
Illinois
$3.31K
Optiver Holding
196
Optiver Holding
Netherlands
$3.27K
BBHC
197
Brown Brothers Harriman & Co
New York
$3.15K
SS
198
SBI Securities
Japan
$2.51K
W
199
WealthCollab
Washington
$2.41K
CT
200
Colonial Trust
South Carolina
$2.29K