EVER icon

EverQuote

239 hedge funds and large institutions have $743M invested in EverQuote in 2025 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 89 increasing their positions, 83 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

7% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 83

0.95% more ownership

Funds ownership: 84.3%85.25% (+0.95%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
239
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
$3.11M
Puts
$281K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
201
Smartleaf Asset Management
Massachusetts
$10.4K
GRP
202
Global Retirement Partners
California
$9.56K
ACM
203
Aster Capital Management
United Arab Emirates
$9.56K
LSA
204
Leonteq Securities AG
Switzerland
$9.45K
IA
205
IFP Advisors
Florida
$9.07K
LFG
206
Larson Financial Group
Missouri
$8.07K
BNP Paribas Asset Management
207
BNP Paribas Asset Management
France
$8K
RIL
208
Rothschild Investment LLC
Illinois
$6.24K
TWD
209
True Wealth Design
Ohio
$5.86K
BBHC
210
Brown Brothers Harriman & Co
New York
$5.51K
QL
211
Quarry LP
New York
$5.45K
Optiver Holding
212
Optiver Holding
Netherlands
$5.08K
MAM
213
Marquette Asset Management
Minnesota
$4.56K
SS
214
SBI Securities
Japan
$3.59K
FFA
215
Farther Finance Advisors
California
$3.46K
CT
216
Colonial Trust
South Carolina
$3.42K
YP
217
YANKCOM Partnership
South Dakota
$2.97K
Rockefeller Capital Management
218
Rockefeller Capital Management
New York
$2.89K
MLA
219
MB, Levis & Associates
Pennsylvania
$2.7K
SIS
220
Sound Income Strategies
Florida
$1.98K
PA
221
Parallel Advisors
California
$1.94K
PNC Financial Services Group
222
PNC Financial Services Group
Pennsylvania
$1.86K
WA
223
WPG Advisers
Maryland
$1.51K
MPWT
224
MassMutual Private Wealth & Trust
Connecticut
$1.49K
W
225
WealthCollab
Washington
$1.38K