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EverQuote

219 hedge funds and large institutions have $648M invested in EverQuote in 2025 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 102 increasing their positions, 56 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

325% more call options, than puts

Call options by funds: $5.8M | Put options by funds: $1.36M

82% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 56

10% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 39

2.1% more ownership

Funds ownership: 80.16%82.26% (+2.1%)

1% more funds holding

Funds holding: 216219 (+3)

4% less capital invested

Capital invested by funds: $674M → $648M (-$26.8M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
219
Holders Change
+3
Holders Change %
+1.39%
% of All Funds
2.88%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
43
Increased
102
Reduced
56
Closed
39
Calls
$5.8M
Puts
$1.36M
Net Calls
+$4.43M
Net Calls Change
-$1.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
201
Spire Wealth Management
Virginia
$1.86K -$781K -32,983 -100%
TC
202
Truvestments Capital
Florida
$1.74K
RIL
203
Rothschild Investment LLC
Illinois
$1.69K +$474 +20 +40%
US Bancorp
204
US Bancorp
Minnesota
$1.67K +$1.49K +63 +1,050%
PNC Financial Services Group
205
PNC Financial Services Group
Pennsylvania
$1.67K +$1.64K +69 New
PA
206
Parallel Advisors
California
$1.6K
MCM
207
MAI Capital Management
Ohio
$1.26K +$1.23K +52 New
W
208
WealthCollab
Washington
$1.23K +$1.21K +51 New
MPWT
209
MassMutual Private Wealth & Trust
Connecticut
$1.11K +$1.09K +46 New
BIG
210
Brooklyn Investment Group
New York
$1.02K
HNB
211
Huntington National Bank
Ohio
$967 +$166 +7 +21%
SC
212
SouthState Corp
Florida
$944
LFG
213
Larson Financial Group
Missouri
$846 +$237 +10 +40%
PFBT
214
Parkside Financial Bank & Trust
Missouri
$605
S
215
SignatureFD
Georgia
$532 -$308 -13 -37%
TCM
216
TD Capital Management
Tennessee
$484
Walleye Trading
217
Walleye Trading
New York
$339 -$41K -1,731 -99%
CIAM
218
Caitong International Asset Management
Hong Kong
$97 -$7.27K -307 -99%
AssetMark Inc
219
AssetMark Inc
California
$73 +$71 +3 New
FGP
220
Freestone Grove Partners
California
-$9.93M -379,008 Closed
Baillie Gifford & Co
221
Baillie Gifford & Co
United Kingdom
-$5.8M -221,286 Closed
GIM
222
Granahan Investment Management
Massachusetts
-$5.24M -200,076 Closed
EI
223
EAM Investors
California
-$3.31M -126,449 Closed
LCG
224
Lisanti Capital Growth
New York
-$2.85M -108,670 Closed
Marshall Wace
225
Marshall Wace
United Kingdom
-$2.64M -100,617 Closed

EVER Hedge Fund Activity: Q2 2025 in Review

219 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in EverQuote (EVER) for Q2 2025, worth a combined $648M — down 4% from $674M a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new EVER positions and 39 closed out — a net gain of 4 holders — while 102 added to existing stakes and 56 trimmed.

The largest buyer was Hennessy Advisors Inc, opening a new position worth an estimated $9.97M. The largest seller was Freestone Grove Partners, exiting entirely with an estimated $9.93M sold.

  • 219 institutional investors held EverQuote (EVER) as of Q2 2025, up from 216 in Q1 2025.
  • Funds reported $648M of EverQuote stock for Q2 2025, down 4% quarter-over-quarter.
  • 43 funds opened new EverQuote positions in Q2 2025 and 39 closed out, a net change of +4 holders.
  • The largest EverQuote buyer in Q2 2025 was Hennessy Advisors Inc, an estimated $9.97M added.
  • The largest EverQuote seller in Q2 2025 was Freestone Grove Partners, an estimated $9.93M sold.

Based on aggregated 13F filings for Q2 2025.