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EverQuote

226 hedge funds and large institutions have $466M invested in EverQuote in 2026 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 100 increasing their positions, 66 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 66

49% more call options, than puts

Call options by funds: $1.42M | Put options by funds: $956K

6.91% more ownership

Funds ownership: 86.02%92.93% (+6.9%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less funds holding

Funds holding: 242226 (-16)

24% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 51

38% less capital invested

Capital invested by funds: $750M → $466M (-$284M)

Holders
226
Holders Change
-16
Holders Change %
-6.61%
% of All Funds
2.78%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
39
Increased
100
Reduced
66
Closed
51
Calls
$1.42M
Puts
$956K
Net Calls
+$467K
Net Calls Change
-$2.36M
Name Holding Trade Value Shares
Change
Change in
Stake
CFB
176
Cullen/Frost Bankers
Texas
$11.6K +$1.4K +74 +11%
EWA
177
EverSource Wealth Advisors
Alabama
$11.2K -$1.55K -82 -10%
Osaic Holdings
178
Osaic Holdings
Arizona
$10.9K +$3.63K +192 +37%
GI
179
GAMMA Investing
California
$10.2K +$3.29K +174 +36%
ASN
180
Advisory Services Network
Georgia
$10.1K +$12.4K +655 New
MCM
181
MAI Capital Management
Ohio
$9.9K +$11.8K +625 +3,676%
PWAM
182
Private Wealth Asset Management
Iowa
$9.25K +$11.3K +600 New
BL
183
BFSG LLC
California
$8.3K +$10.2K +538 New
AAP
184
Arax Advisory Partners
Colorado
$7.79K +$8.53K +451 +1,367%
Nisa Investment Advisors
185
Nisa Investment Advisors
Missouri
$6.42K -$1.27K -67 -14%
Rockefeller Capital Management
186
Rockefeller Capital Management
New York
$6.26K +$5.65K +299 +279%
PWPS
187
Pinnacle Wealth Planning Services
Ohio
$6.17K -$28.9K -1,529 -79%
SPIA
188
Steward Partners Investment Advisory
New York
$6.17K
PNC Financial Services Group
189
PNC Financial Services Group
Pennsylvania
$5.89K +$5.92K +313 +454%
SAM
190
Smartleaf Asset Management
Massachusetts
$5.11K -$1.17K -62 -16%
FDCDDQ
191
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.63K +$5.67K +300 New
CMA
192
Cedar Mountain Advisors
Oregon
$4.24K +$5.2K +275 New
EP
193
Essential Partners
California
$4.19K -$63.1K -3,336 -92%
MAM
194
Marquette Asset Management
Minnesota
$3.98K +$1.68K +89 +53%
Fifth Third Bancorp
195
Fifth Third Bancorp
Ohio
$3.77K +$4.63K +245 New
RIL
196
Rothschild Investment LLC
Illinois
$3.31K -$303 -16 -7%
Optiver Holding
197
Optiver Holding
Netherlands
$3.27K +$454 +24 +13%
BBHC
198
Brown Brothers Harriman & Co
New York
$3.15K
SS
199
SBI Securities
Japan
$2.51K +$567 +30 +23%
W
200
WealthCollab
Washington
$2.41K +$1.99K +105 +206%