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EverQuote

217 hedge funds and large institutions have $634M invested in EverQuote in 2025 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 96 increasing their positions, 69 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

Funds holding:

more funds holding in top 10

Funds holding in top 10:

0% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 31

1% less call options, than puts

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

2% less capital invested

Capital invested by funds: $646M → $634M (-$11.7M)

Holders
217
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
SHIM
201
Stone House Investment Management
Pennsylvania
$2.47K
MAM
202
Marquette Asset Management
Minnesota
$2.17K
PNC Financial Services Group
203
PNC Financial Services Group
Pennsylvania
$1.85K
SWM
204
Spire Wealth Management
Virginia
$1.76K
PA
205
Parallel Advisors
California
$1.51K
MCM
206
MAI Capital Management
Ohio
$1.19K
W
207
WealthCollab
Washington
$1.17K
MPWT
208
MassMutual Private Wealth & Trust
Connecticut
$1.14K
SC
209
SouthState Corp
Florida
$892
SS
210
Sunbelt Securities
Texas
$778
PFBT
211
Parkside Financial Bank & Trust
Missouri
$572
S
212
SignatureFD
Georgia
$503
WANY
213
Wealthspire Advisors (New York)
New York
$481
TCM
214
TD Capital Management
Tennessee
$457
US Bancorp
215
US Bancorp
Minnesota
$183
CA
216
CoreCap Advisors
Michigan
$160
HNB
217
Huntington National Bank
Ohio
$23
DCM
218
Driehaus Capital Management
Illinois
DFCM
219
Dark Forest Capital Management
Puerto Rico
GCP
220
GSA Capital Partners
United Kingdom
IQI
221
Integrated Quantitative Investments
Washington
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
222
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
Jacobs Levy Equity Management
223
Jacobs Levy Equity Management
New Jersey
Commonwealth Equity Services
224
Commonwealth Equity Services
Massachusetts
Susquehanna International Group
225
Susquehanna International Group
Pennsylvania