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EverQuote
EVER

216 hedge funds and large institutions have $674M invested in EverQuote in 2025 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 63 increasing their positions, 70 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

480% more call options, than puts

Call options by funds: $7.41M | Put options by funds: $1.28M

233% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 18

32% more capital invested

Capital invested by funds: $511M → $674M (+$163M)

23% more funds holding

Funds holding: 175 → 216 (+41)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.41% less ownership

Funds ownership: 80.57% → 80.16% (-0.41%)

10% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 70

Holders
216
Holders Change
+41
Holders Change %
+23.43%
% of All Funds
2.9%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
60
Increased
63
Reduced
70
Closed
18
Calls
$7.41M
Puts
$1.28M
Net Calls
+$6.13M
Net Calls Change
+$3.86M

Top Buyers

Rank Fund Capital Flow
1
EA
Emerald Advisers
Pennsylvania
+$10.2M
2
EMFAT
Emerald Mutual Fund Advisers Trust
Pennsylvania
+$7.33M
3
Bank of America
Bank of America
North Carolina
+$7.29M
4
UBS AM
UBS AM
Illinois
+$6.69M
5
Morgan Stanley
Morgan Stanley
New York
+$5.98M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$11.1M
2
Marshall Wace
Marshall Wace
United Kingdom
-$10.9M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
-$9.22M
4
Goldman Sachs
Goldman Sachs
New York
-$9.14M
5
UBS Group
UBS Group
Switzerland
-$8.25M
Name Holding Trade Value Shares
Change 		Change in
Stake
RIL
201
Rothschild Investment LLC
Illinois
$1.31K +$1.15K +50 New
LC
202
Lindbrook Capital
California
$1.21K +$1.05K +46 New
BIG
203
Brooklyn Investment Group
New York
$1.1K – – –
SC
204
SouthState Corp
Florida
$1.02K +$893 +39 New
SAM
205
Smartleaf Asset Management
Massachusetts
$940 -$4.51K -197 -85%
S
206
SignatureFD
Georgia
$917 +$481 +21 +150%
HNB
207
Huntington National Bank
Ohio
$864 -$572 -25 -43%
SCM
208
Sterling Capital Management
North Carolina
$681 – – –
PFBT
209
Parkside Financial Bank & Trust
Missouri
$656 +$572 +25 New
LFG
210
Larson Financial Group
Missouri
$655 +$229 +10 +67%
TCM
211
TD Capital Management
Tennessee
$524 +$458 +20 New
Osaic Holdings
212
Osaic Holdings
Arizona
$471 -$12.2K -533 -97%
SW
213
SVB Wealth
Massachusetts
$419 +$366 +16 New
SC
214
Stephens Consulting
Michigan
$393 +$343 +15 New
US Bancorp
215
US Bancorp
Minnesota
$157 +$137 +6 New
Jones Financial Companies
216
Jones Financial Companies
Missouri
$54 – – –
Point72 Asset Management
217
Point72 Asset Management
Connecticut
– -$9.22M -461,013 Closed
HIM
218
Hanlon Investment Management
New Jersey
– -$6.86M -343,281 Closed
SST
219
S Squared Technology
New York
– -$2.99M -149,677 Closed
Schroder Investment Management Group
220
Schroder Investment Management Group
United Kingdom
– -$2.66M -134,947 Closed
DCM
221
Donaldson Capital Management
Indiana
– -$982K -49,101 Closed
ECM
222
ExodusPoint Capital Management
New York
– -$778K -38,917 Closed
SPA
223
Sherbrooke Park Advisers
New York
– -$725K -36,282 Closed
XT
224
XTX Topco
Cayman Islands
– -$617K -30,847 Closed
ADIM
225
Alpha DNA Investment Management
Maryland
– -$487K -24,373 Closed
6 7 8
9
10

EVER Hedge Fund Activity: Q1 2025 in Review

216 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in EverQuote (EVER) for Q1 2025, worth a combined $674M — up 32% from $511M a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new EVER positions and 18 closed out — a net gain of 42 holders — while 63 added to existing stakes and 70 trimmed.

The largest buyer was Emerald Advisers, opening a new position worth an estimated $10.2M. The largest seller was BlackRock, cutting an estimated $11.1M.

  • 216 institutional investors held EverQuote (EVER) as of Q1 2025, up from 175 in Q4 2024.
  • Funds reported $674M of EverQuote stock for Q1 2025, up 32% quarter-over-quarter.
  • 60 funds opened new EverQuote positions in Q1 2025 and 18 closed out, a net change of +42 holders.
  • The largest EverQuote buyer in Q1 2025 was Emerald Advisers, an estimated $10.2M added.
  • The largest EverQuote seller in Q1 2025 was BlackRock, an estimated $11.1M sold.

Based on aggregated 13F filings for Q1 2025.