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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

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.84% less ownership

Funds ownership: 80.57%79.73% (-0.84%)

13% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 70

Holders
213
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$7.41M
Puts
$1.28M
Net Calls
Net Calls Change

Top Buyers

1 +$11.6M
2 +$8.38M
3 +$8.34M
4
UBS AM
UBS AM
Illinois
+$7.65M
5
Morgan Stanley
Morgan Stanley
New York
+$6.83M

Top Sellers

1 -$12.7M
2 -$12.5M
3 -$10.5M
4
UBS Group
UBS Group
Switzerland
-$9.43M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
-$9.22M
Name Holding Trade Value Shares
Change
Change in
Stake
QCG
176
Quadrant Capital Group
Ohio
$22.8K
AF
177
Allworth Financial
California
$18.6K
SS
178
SBI Securities
Japan
$17.4K
VCM
179
Versant Capital Management
Arizona
$14.8K
SPIA
180
Steward Partners Investment Advisory
New York
$10.5K
AG
181
AmeriFlex Group
Nevada
$9.69K
Comerica Bank
182
Comerica Bank
Texas
$9.6K
GI
183
GAMMA Investing
California
$8.7K
CIBC Private Wealth Group
184
CIBC Private Wealth Group
Georgia
$8.2K
CIAM
185
Caitong International Asset Management
Hong Kong
$8.14K
FDCDDQ
186
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.2K
CFB
187
Cullen/Frost Bankers
Texas
$6.86K
AAP
188
Arax Advisory Partners
Colorado
$6.78K
BCM
189
Berbice Capital Management
New York
$5.24K
TWD
190
True Wealth Design
Ohio
$4.87K
Nisa Investment Advisors
191
Nisa Investment Advisors
Missouri
$4.56K
IA
192
IFP Advisors
Florida
$3.67K
EWA
193
EverSource Wealth Advisors
Alabama
$3.33K
CT
194
Colonial Trust
South Carolina
$2.98K
TC
195
Truvestments Capital
Florida
$1.89K
CA
196
Continuum Advisory
Idaho
$1.75K
PA
197
Parallel Advisors
California
$1.73K
RIL
198
Rothschild Investment LLC
Illinois
$1.31K
LC
199
Lindbrook Capital
California
$1.21K
BIG
200
Brooklyn Investment Group
New York
$1.1K