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EverQuote

213 hedge funds and large institutions have $671M invested in EverQuote in 2025 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 61 increasing their positions, 70 reducing their positions, and 18 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:

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.84% less ownership

Funds ownership: 80.57%79.73% (-0.84%)

13% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 70

Holders
213
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$7.41M
Puts
$1.28M
Net Calls
Net Calls Change

Top Buyers

1 +$11.6M
2 +$8.38M
3 +$8.34M
4
UBS AM
UBS AM
Illinois
+$7.65M
5
Morgan Stanley
Morgan Stanley
New York
+$6.83M

Top Sellers

1 -$12.7M
2 -$12.5M
3 -$10.5M
4
UBS Group
UBS Group
Switzerland
-$9.43M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
-$9.22M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
201
SouthState Corp
Florida
$1.02K
SAM
202
Smartleaf Asset Management
Massachusetts
$940
S
203
SignatureFD
Georgia
$917
HNB
204
Huntington National Bank
Ohio
$864
SCM
205
Sterling Capital Management
North Carolina
$681
PFBT
206
Parkside Financial Bank & Trust
Missouri
$656
LFG
207
Larson Financial Group
Missouri
$655
TCM
208
TD Capital Management
Tennessee
$524
Osaic Holdings
209
Osaic Holdings
Arizona
$471
SW
210
SVB Wealth
Massachusetts
$419
SC
211
Stephens Consulting
Michigan
$393
US Bancorp
212
US Bancorp
Minnesota
$157
Jones Financial Companies
213
Jones Financial Companies
Missouri
$54
Point72 Asset Management
214
Point72 Asset Management
Connecticut
HIM
215
Hanlon Investment Management
New Jersey
SST
216
S Squared Technology
New York
Schroder Investment Management Group
217
Schroder Investment Management Group
United Kingdom
DCM
218
Donaldson Capital Management
Indiana
ECM
219
ExodusPoint Capital Management
New York
SPA
220
Sherbrooke Park Advisers
New York
XT
221
XTX Topco
Cayman Islands
ADIM
222
Alpha DNA Investment Management
Maryland
CC
223
Corton Capital
Ontario, Canada
VOYA Investment Management
224
VOYA Investment Management
Georgia
CFGS
225
Concourse Financial Group Securities
Alabama