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EverQuote

220 hedge funds and large institutions have $639M invested in EverQuote in 2025 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 98 increasing their positions, 67 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 67

2.42% more ownership

Funds ownership: 82.26%84.69% (+2.4%)

3% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 31

0% more funds holding

Funds holding: 219220 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $648M → $639M (-$8.92M)

1% less call options, than puts

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

Holders
220
Holders Change
+1
Holders Change %
+0.46%
% of All Funds
2.89%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
32
Increased
98
Reduced
67
Closed
31
Calls
$2.79M
Puts
$2.83M
Net Calls
-$41K
Net Calls Change
-$4.47M
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
176
Versant Capital Management
Arizona
$26.4K +$14.5K +601 +109%
Comerica Bank
177
Comerica Bank
Texas
$25.2K +$18.6K +772 +235%
Walleye Capital
178
Walleye Capital
New York
$23.3K +$24.6K +1,018 New
SOADOR
179
State of Alaska Department of Revenue
Alaska
$23K +$25K +1,036 New
EWA
180
EverSource Wealth Advisors
Alabama
$22.1K -$507 -21 -2%
AB
181
Amalgamated Bank
New York
$20K
QCG
182
Quadrant Capital Group
Ohio
$19.9K +$21.1K +872 New
Federated Hermes
183
Federated Hermes
Pennsylvania
$19.9K +$7.66K +317 +57%
PS
184
Principal Securities
Iowa
$15K +$7.68K +318 +95%
CFB
185
Cullen/Frost Bankers
Texas
$14.3K +$266 +11 +2%
ASN
186
Advisory Services Network
Georgia
$13.2K +$13.9K +576 New
Nisa Investment Advisors
187
Nisa Investment Advisors
Missouri
$10.9K
IA
188
IFP Advisors
Florida
$9.65K +$145 +6 +1%
CIBC Private Wealth Group
189
CIBC Private Wealth Group
Georgia
$9.15K
SPIA
190
Steward Partners Investment Advisory
New York
$9.15K
TWD
191
True Wealth Design
Ohio
$8.01K +$2.13K +88 +34%
LSA
192
Leonteq Securities AG
Switzerland
$8K
GI
193
GAMMA Investing
California
$7.09K -$507 -21 -6%
NFSG
194
Newbridge Financial Services Group
Florida
$6.56K -$3.82K -158 -36%
BNP Paribas Asset Management
195
BNP Paribas Asset Management
France
$5K +$580 +24 +11%
SAM
196
Smartleaf Asset Management
Massachusetts
$4.98K +$5.12K +212 New
BBHC
197
Brown Brothers Harriman & Co
New York
$4.67K
Optiver Holding
198
Optiver Holding
Netherlands
$4.3K +$4.54K +188 New
RIL
199
Rothschild Investment LLC
Illinois
$3.89K +$2.42K +100 +143%
SS
200
SBI Securities
Japan
$3.75K +$266 +11 +7%