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EverQuote

214 hedge funds and large institutions have $632M invested in EverQuote in 2025 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 95 increasing their positions, 68 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 in top 10

Funds holding in top 10:

less call options, than puts

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

2% less capital invested

Capital invested by funds: $646M → $632M (-$13.8M)

3% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 31

1% less funds holding

Funds holding: 217214 (-3)

Holders
214
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
EWA
176
EverSource Wealth Advisors
Alabama
$22.1K
AB
177
Amalgamated Bank
New York
$20K
QCG
178
Quadrant Capital Group
Ohio
$19.9K
Federated Hermes
179
Federated Hermes
Pennsylvania
$19.9K
PS
180
Principal Securities
Iowa
$15K
CFB
181
Cullen/Frost Bankers
Texas
$14.3K
ASN
182
Advisory Services Network
Georgia
$13.2K
Nisa Investment Advisors
183
Nisa Investment Advisors
Missouri
$10.9K
SPIA
184
Steward Partners Investment Advisory
New York
$9.15K
CIBC Private Wealth Group
185
CIBC Private Wealth Group
Georgia
$9.15K
TWD
186
True Wealth Design
Ohio
$8.01K
GI
187
GAMMA Investing
California
$7.09K
NFSG
188
Newbridge Financial Services Group
Florida
$6.56K
BNP Paribas Asset Management
189
BNP Paribas Asset Management
France
$5K
SAM
190
Smartleaf Asset Management
Massachusetts
$4.98K
BBHC
191
Brown Brothers Harriman & Co
New York
$4.67K
Optiver Holding
192
Optiver Holding
Netherlands
$4.3K
RIL
193
Rothschild Investment LLC
Illinois
$3.89K
SS
194
SBI Securities
Japan
$3.75K
LFG
195
Larson Financial Group
Missouri
$3.61K
TFA
196
Transamerica Financial Advisors
Florida
$3.16K
CT
197
Colonial Trust
South Carolina
$3.11K
SHIM
198
Stone House Investment Management
Pennsylvania
$2.47K
MAM
199
Marquette Asset Management
Minnesota
$2.17K
PNC Financial Services Group
200
PNC Financial Services Group
Pennsylvania
$1.85K