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EverQuote

219 hedge funds and large institutions have $648M invested in EverQuote in 2025 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 102 increasing their positions, 56 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

325% more call options, than puts

Call options by funds: $5.8M | Put options by funds: $1.36M

82% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 56

10% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 39

2.1% more ownership

Funds ownership: 80.16%82.26% (+2.1%)

1% more funds holding

Funds holding: 216219 (+3)

4% less capital invested

Capital invested by funds: $674M → $648M (-$26.8M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
219
Holders Change
+3
Holders Change %
+1.39%
% of All Funds
2.88%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
43
Increased
102
Reduced
56
Closed
39
Calls
$5.8M
Puts
$1.36M
Net Calls
+$4.43M
Net Calls Change
-$1.7M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
176
Allworth Financial
California
$25K +$5.45K +230 +29%
CA
177
Clearstead Advisors
Ohio
$24.4K +$23.9K +1,007 New
EWA
178
EverSource Wealth Advisors
Alabama
$23.9K +$20.4K +860 +677%
Group One Trading
179
Group One Trading
Illinois
$21.2K +$20.8K +876 New
AB
180
Amalgamated Bank
New York
$21K
CFB
181
Cullen/Frost Bankers
Texas
$14.9K +$8.36K +353 +135%
Federated Hermes
182
Federated Hermes
Pennsylvania
$13.3K -$33.6K -1,420 -72%
VCM
183
Versant Capital Management
Arizona
$13.3K -$284 -12 -2%
Osaic Holdings
184
Osaic Holdings
Arizona
$11.7K +$11K +465 +2,583%
Nisa Investment Advisors
185
Nisa Investment Advisors
Missouri
$11.5K +$7.13K +301 +173%
NFSG
186
Newbridge Financial Services Group
Florida
$10.7K +$10.5K +445 New
IA
187
IFP Advisors
Florida
$10.3K +$6.54K +276 +197%
CIBC Private Wealth Group
188
CIBC Private Wealth Group
Georgia
$9.67K
SPIA
189
Steward Partners Investment Advisory
New York
$9.67K
Jones Financial Companies
190
Jones Financial Companies
Missouri
$9.14K +$8.88K +375 +18,750%
LSA
191
Leonteq Securities AG
Switzerland
$8.46K
PS
192
Principal Securities
Iowa
$8.12K +$7.96K +336 New
GI
193
GAMMA Investing
California
$8K -$24 -1 -0.3%
Comerica Bank
194
Comerica Bank
Texas
$7.93K -$900 -38 -10%
TWD
195
True Wealth Design
Ohio
$6.34K +$1.8K +76 +41%
BNP Paribas Asset Management
196
BNP Paribas Asset Management
France
$5K +$4.95K +209 New
BBHC
197
Brown Brothers Harriman & Co
New York
$4.93K +$4.83K +204 New
AAP
198
Arax Advisory Partners
Colorado
$4.52K -$1.71K -72 -28%
SS
199
SBI Securities
Japan
$3.7K -$12.1K -510 -77%
CT
200
Colonial Trust
South Carolina
$2.69K

EVER Hedge Fund Activity: Q2 2025 in Review

219 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in EverQuote (EVER) for Q2 2025, worth a combined $648M — down 4% from $674M a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new EVER positions and 39 closed out — a net gain of 4 holders — while 102 added to existing stakes and 56 trimmed.

The largest buyer was Hennessy Advisors Inc, opening a new position worth an estimated $9.97M. The largest seller was Freestone Grove Partners, exiting entirely with an estimated $9.93M sold.

  • 219 institutional investors held EverQuote (EVER) as of Q2 2025, up from 216 in Q1 2025.
  • Funds reported $648M of EverQuote stock for Q2 2025, down 4% quarter-over-quarter.
  • 43 funds opened new EverQuote positions in Q2 2025 and 39 closed out, a net change of +4 holders.
  • The largest EverQuote buyer in Q2 2025 was Hennessy Advisors Inc, an estimated $9.97M added.
  • The largest EverQuote seller in Q2 2025 was Freestone Grove Partners, an estimated $9.93M sold.

Based on aggregated 13F filings for Q2 2025.