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