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EverQuote

217 hedge funds and large institutions have $634M invested in EverQuote in 2025 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 96 increasing their positions, 69 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

0% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 31

1% less call options, than puts

Call options by funds: $2.79M | Put options by funds: $2.83M

2% less capital invested

Capital invested by funds: $646M → $634M (-$11.7M)

Holders
217
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
$2.79M
Puts
$2.83M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Walleye Capital
176
Walleye Capital
New York
$23.3K
SOADOR
177
State of Alaska Department of Revenue
Alaska
$23K
EWA
178
EverSource Wealth Advisors
Alabama
$22.1K
AB
179
Amalgamated Bank
New York
$20K
QCG
180
Quadrant Capital Group
Ohio
$19.9K
Federated Hermes
181
Federated Hermes
Pennsylvania
$19.9K
PS
182
Principal Securities
Iowa
$15K
CFB
183
Cullen/Frost Bankers
Texas
$14.3K
ASN
184
Advisory Services Network
Georgia
$13.2K
Nisa Investment Advisors
185
Nisa Investment Advisors
Missouri
$10.9K
IA
186
IFP Advisors
Florida
$10.2K
SPIA
187
Steward Partners Investment Advisory
New York
$9.15K
CIBC Private Wealth Group
188
CIBC Private Wealth Group
Georgia
$9.15K
TWD
189
True Wealth Design
Ohio
$8.01K
GI
190
GAMMA Investing
California
$7.09K
NFSG
191
Newbridge Financial Services Group
Florida
$6.56K
BNP Paribas Asset Management
192
BNP Paribas Asset Management
France
$5K
SAM
193
Smartleaf Asset Management
Massachusetts
$4.98K
BBHC
194
Brown Brothers Harriman & Co
New York
$4.67K
Optiver Holding
195
Optiver Holding
Netherlands
$4.3K
RIL
196
Rothschild Investment LLC
Illinois
$3.89K
SS
197
SBI Securities
Japan
$3.75K
LFG
198
Larson Financial Group
Missouri
$3.61K
TFA
199
Transamerica Financial Advisors
Florida
$3.16K
CT
200
Colonial Trust
South Carolina
$3.11K