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EverQuote

213 hedge funds and large institutions have $671M invested in EverQuote in 2025 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 61 increasing their positions, 70 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
213
Holders Change
+39
Holders Change %
+22.41%
% of All Funds
2.89%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
60
Increased
61
Reduced
70
Closed
18
Calls
$7.41M
Puts
$1.28M
Net Calls
+$6.13M
Net Calls Change
+$3.86M
Name Holding Trade Value Shares
Change
Shares
Change %
QCG
176
Quadrant Capital Group
Ohio
$22.8K
AF
177
Allworth Financial
California
$18.6K +$998 +43 +6%
SS
178
SBI Securities
Japan
$17.4K +$10.5K +399 +151%
VCM
179
Versant Capital Management
Arizona
$14.8K +$8.88K +339 +151%
SPIA
180
Steward Partners Investment Advisory
New York
$10.5K
AG
181
AmeriFlex Group
Nevada
$9.69K +$9.69K +370 New
Comerica Bank
182
Comerica Bank
Texas
$9.6K +$6.06K +231 +171%
GI
183
GAMMA Investing
California
$8.7K +$2.54K +97 +41%
CIBC Private Wealth Group
184
CIBC Private Wealth Group
Georgia
$8.2K
CIAM
185
Caitong International Asset Management
Hong Kong
$8.15K +$8.15K +311 New
FDCDDQ
186
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.2K
CFB
187
Cullen/Frost Bankers
Texas
$6.86K +$2.12K +81 +45%
AAP
188
Arax Advisory Partners
Colorado
$6.78K +$6.78K +259 New
BCM
189
Berbice Capital Management
New York
$5.24K +$5.24K +200 New
TWD
190
True Wealth Design
Ohio
$4.87K +$3.8K +145 +354%
Nisa Investment Advisors
191
Nisa Investment Advisors
Missouri
$4.56K +$2.72K +104 +149%
IA
192
IFP Advisors
Florida
$3.67K
EWA
193
EverSource Wealth Advisors
Alabama
$3.33K +$3.09K +118 +1,311%
CT
194
Colonial Trust
South Carolina
$2.98K +$2.98K +111 New
TC
195
Truvestments Capital
Florida
$1.89K
CA
196
Continuum Advisory
Idaho
$1.76K
PA
197
Parallel Advisors
California
$1.73K
RIL
198
Rothschild Investment LLC
Illinois
$1.31K +$1.31K +50 New
LC
199
Lindbrook Capital
California
$1.21K +$1.21K +46 New
BIG
200
Brooklyn Investment Group
New York
$1.1K