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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
1
Hennessy Advisors Inc
California
$10.2M
2
DCM
2
Driehaus Capital Management
Illinois
$9.18M
3
AQR Capital Management
3
AQR Capital Management
Connecticut
$15.9M
4
EA
4
Emerald Advisers
Pennsylvania
$15M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$19.3M

Top Sellers

1
FGP
1
Freestone Grove Partners
California
$0
2
Baillie Gifford & Co
2
Baillie Gifford & Co
United Kingdom
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$6.91M
4
GIM
4
Granahan Investment Management
Massachusetts
$0
5
DSCM
5
Divisadero Street Capital Management
Florida
$11M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
176
Clearstead Advisors
Ohio
$24.4K +$24.4K +1,007 New
EWA
177
EverSource Wealth Advisors
Alabama
$23.9K +$20.8K +860 +677%
Group One Trading
178
Group One Trading
Illinois
$21.2K +$21.2K +876 New
AB
179
Amalgamated Bank
New York
$21K – – –
CFB
180
Cullen/Frost Bankers
Texas
$14.9K +$8.54K +353 +135%
Osaic Holdings
181
Osaic Holdings
Arizona
$14.2K +$13.8K +654 +3,633%
Federated Hermes
182
Federated Hermes
Pennsylvania
$13.3K -$34.3K -1,420 -72%
VCM
183
Versant Capital Management
Arizona
$13.3K -$290 -12 -2%
Nisa Investment Advisors
184
Nisa Investment Advisors
Missouri
$11.5K +$7.28K +301 +173%
NFSG
185
Newbridge Financial Services Group
Florida
$10.7K +$10.7K +445 New
IA
186
IFP Advisors
Florida
$10.3K +$6.83K +276 +197%
SPIA
187
Steward Partners Investment Advisory
New York
$9.67K – – –
CIBC Private Wealth Group
188
CIBC Private Wealth Group
Georgia
$9.67K – – –
Jones Financial Companies
189
Jones Financial Companies
Missouri
$9.14K +$9.09K +375 +18,750%
PS
190
Principal Securities
Iowa
$8.12K +$8.12K +336 New
GI
191
GAMMA Investing
California
$8K -$24 -1 -0.3%
Comerica Bank
192
Comerica Bank
Texas
$7.93K -$918 -38 -10%
TWD
193
True Wealth Design
Ohio
$6.34K +$1.84K +76 +41%
BNP Paribas Asset Management
194
BNP Paribas Asset Management
France
$5K +$5K +209 New
BBHC
195
Brown Brothers Harriman & Co
New York
$4.93K +$4.93K +204 New
AAP
196
Arax Advisory Partners
Colorado
$4.52K -$1.74K -72 -28%
SS
197
SBI Securities
Japan
$3.7K -$12.3K -510 -77%
CT
198
Colonial Trust
South Carolina
$2.69K – – –
SWM
199
Spire Wealth Management
Virginia
$1.86K -$797K -32,983 -100%
TC
200
Truvestments Capital
Florida
$1.74K – – –
6 7
8
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