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EverQuote

226 hedge funds and large institutions have $466M invested in EverQuote in 2026 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 100 increasing their positions, 66 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 66

49% more call options, than puts

Call options by funds: $1.42M | Put options by funds: $956K

6.91% more ownership

Funds ownership: 86.02%92.93% (+6.9%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less funds holding

Funds holding: 242226 (-16)

24% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 51

38% less capital invested

Capital invested by funds: $750M → $466M (-$284M)

Holders
226
Holders Change
-16
Holders Change %
-6.61%
% of All Funds
2.78%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
39
Increased
100
Reduced
66
Closed
51
Calls
$1.42M
Puts
$956K
Net Calls
+$467K
Net Calls Change
-$2.36M
Name Holding Trade Value Shares
Change
Change in
Stake
CT
201
Colonial Trust
South Carolina
$2.29K +$340 +18 +14%
WPA
202
Wealth Preservation Advisors
Tennessee
$2.11K +$2.59K +137 New
YP
203
YANKCOM Partnership
South Dakota
$1.7K
S
204
SignatureFD
Georgia
$1.59K +$1.95K +103 New
Group One Trading
205
Group One Trading
Illinois
$1.54K -$61.2K -3,237 -97%
BWA
206
Basecamp Wealth Advisors
Washington
$1.09K +$1.34K +71 New
AssetMark Inc
207
AssetMark Inc
California
$956 +$1.17K +62 New
BFS
208
Bare Financial Services
Pennsylvania
$925 +$719 +38 +173%
TM
209
Torren Management
California
$756 -$16.1K -850 -95%
TWD
210
True Wealth Design
Ohio
$556 -$3.42K -181 -83%
LFG
211
Larson Financial Group
Missouri
$524 -$5.01K -265 -89%
PFBT
212
Parkside Financial Bank & Trust
Missouri
$386
NA
213
NewEdge Advisors
Louisiana
$339 -$250K -13,201 -100%
CPG
214
Cornerstone Planning Group
New Jersey
$310 +$246 +13 New
SIC
215
SJS Investment Consulting
Ohio
$293 -$208 -11 -37%
RIAS
216
Rachor Investment Advisory Services
Michigan
$278 +$340 +18 New
TPCW
217
TD Private Client Wealth
New York
$247 +$303 +16 New
RF
218
Rossby Financial
Florida
$236 +$303 +16 New
JWM
219
JPL Wealth Management
Colorado
$201 +$246 +13 New
CA
220
CoreCap Advisors
Michigan
$200
MPWT
221
MassMutual Private Wealth & Trust
Connecticut
$185 -$813 -43 -78%
SHIM
222
Stone House Investment Management
Pennsylvania
$185 -$567 -30 -71%
PA
223
Parallel Advisors
California
$154 -$1.17K -62 -86%
US Bancorp
224
US Bancorp
Minnesota
$139 +$19 +1 +13%
HNB
225
Huntington National Bank
Ohio
$15