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EverQuote

220 hedge funds and large institutions have $639M invested in EverQuote in 2025 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 98 increasing their positions, 67 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 67

2.42% more ownership

Funds ownership: 82.26%84.69% (+2.4%)

3% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 31

0% more funds holding

Funds holding: 219220 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $648M → $639M (-$8.92M)

1% less call options, than puts

Call options by funds: $2.79M | Put options by funds: $2.83M

Holders
220
Holders Change
+1
Holders Change %
+0.46%
% of All Funds
2.89%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
32
Increased
98
Reduced
67
Closed
31
Calls
$2.79M
Puts
$2.83M
Net Calls
-$41K
Net Calls Change
-$4.47M
Name Holding Trade Value Shares
Change
Change in
Stake
LFG
201
Larson Financial Group
Missouri
$3.61K +$2.97K +123 +351%
TFA
202
Transamerica Financial Advisors
Florida
$3.16K +$3.33K +138 New
CT
203
Colonial Trust
South Carolina
$3.11K +$411 +17 +15%
SHIM
204
Stone House Investment Management
Pennsylvania
$2.47K +$2.61K +108 New
MAM
205
Marquette Asset Management
Minnesota
$2.17K +$2.29K +95 New
PNC Financial Services Group
206
PNC Financial Services Group
Pennsylvania
$1.85K +$290 +12 +17%
SWM
207
Spire Wealth Management
Virginia
$1.76K
PA
208
Parallel Advisors
California
$1.51K
MCM
209
MAI Capital Management
Ohio
$1.19K
W
210
WealthCollab
Washington
$1.17K
MPWT
211
MassMutual Private Wealth & Trust
Connecticut
$1.14K +$97 +4 +9%
SC
212
SouthState Corp
Florida
$892
SS
213
Sunbelt Securities
Texas
$778 +$821 +34 New
PFBT
214
Parkside Financial Bank & Trust
Missouri
$572
S
215
SignatureFD
Georgia
$503
WANY
216
Wealthspire Advisors (New York)
New York
$481 +$507 +21 New
TCM
217
TD Capital Management
Tennessee
$457
US Bancorp
218
US Bancorp
Minnesota
$183 -$1.47K -61 -88%
CA
219
CoreCap Advisors
Michigan
$160 +$169 +7 New
HNB
220
Huntington National Bank
Ohio
$23 -$942 -39 -98%
DCM
221
Driehaus Capital Management
Illinois
-$9.18M -379,543 Closed
DFCM
222
Dark Forest Capital Management
Puerto Rico
-$2.36M -97,498 Closed
GCP
223
GSA Capital Partners
United Kingdom
-$1.24M -51,206 Closed
IQI
224
Integrated Quantitative Investments
Washington
-$1.22M -50,338 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
225
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$1.18M -49,000 Closed