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EverQuote

242 hedge funds and large institutions have $750M invested in EverQuote in 2025 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 90 increasing their positions, 84 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,007% more call options, than puts

Call options by funds: $3.11M | Put options by funds: $281K

92% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 25

17% more capital invested

Capital invested by funds: $639M → $750M (+$111M)

10% more funds holding

Funds holding: 220242 (+22)

1.33% more ownership

Funds ownership: 84.69%86.02% (+1.3%)

7% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 84

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
242
Holders Change
+22
Holders Change %
+10%
% of All Funds
2.94%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
48
Increased
90
Reduced
84
Closed
25
Calls
$3.11M
Puts
$281K
Net Calls
+$2.83M
Net Calls Change
+$2.87M
Name Holding Trade Value Shares
Change
Change in
Stake
EP
176
Essential Partners
California
$97.4K -$4.82K -199 -5%
Group One Trading
177
Group One Trading
Illinois
$90.1K +$80.9K +3,337 New
KAS
178
Kestra Advisory Services
Texas
$84.1K +$75.5K +3,114 New
Asset Management One
179
Asset Management One
Japan
$83.8K -$44K -1,815 -37%
Canada Life
180
Canada Life
Manitoba, Canada
$83K
TRCT
181
Tower Research Capital (TRC)
New York
$79.8K +$32.2K +1,328 +82%
AIP
182
Ameritas Investment Partners
Nebraska
$62.6K
CA
183
Clearstead Advisors
Ohio
$53.9K +$20K +826 +71%
PWPS
184
Pinnacle Wealth Planning Services
Ohio
$52.1K +$46.8K +1,929 New
SEP
185
Signature Equity Partners
Ohio
$34.7K +$31.1K +1,285 New
C
186
Covestor
United Kingdom
$34K -$3.2K -132 -10%
AF
187
Allworth Financial
California
$32.4K -$2.74K -113 -9%
Comerica Bank
188
Comerica Bank
Texas
$31.3K +$1.41K +58 +5%
Federated Hermes
189
Federated Hermes
Pennsylvania
$27.5K +$3.59K +148 +17%
AB
190
Amalgamated Bank
New York
$25K +$1.24K +51 +6%
TM
191
Torren Management
California
$24.3K +$21.8K +899 New
TFA
192
Transamerica Financial Advisors
Florida
$23.8K +$18K +744 +539%
QCG
193
Quadrant Capital Group
Ohio
$23.5K
EWA
194
EverSource Wealth Advisors
Alabama
$21.8K -$3.88K -160 -17%
CFB
195
Cullen/Frost Bankers
Texas
$18.2K +$1.19K +49 +8%
SWM
196
Spire Wealth Management
Virginia
$15.3K +$11.9K +490 +636%
Osaic Holdings
197
Osaic Holdings
Arizona
$14K -$18.2K -750 -59%
VCM
198
Versant Capital Management
Arizona
$13.2K -$16.1K -663 -58%
GI
199
GAMMA Investing
California
$13.1K +$4.27K +176 +57%
Nisa Investment Advisors
200
Nisa Investment Advisors
Missouri
$13K +$194 +8 +2%