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EverQuote

219 hedge funds and large institutions have $636M invested in EverQuote in 2025 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 96 increasing their positions, 68 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less call options, than puts

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

2% less capital invested

Capital invested by funds: $646M → $636M (-$10.4M)

Holders
219
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.79M
Puts
$2.83M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
201
Transamerica Financial Advisors
Florida
$3.16K
CT
202
Colonial Trust
South Carolina
$3.11K
SHIM
203
Stone House Investment Management
Pennsylvania
$2.47K
MAM
204
Marquette Asset Management
Minnesota
$2.17K
PNC Financial Services Group
205
PNC Financial Services Group
Pennsylvania
$1.85K
SWM
206
Spire Wealth Management
Virginia
$1.76K
PA
207
Parallel Advisors
California
$1.51K
MCM
208
MAI Capital Management
Ohio
$1.19K
W
209
WealthCollab
Washington
$1.17K
MPWT
210
MassMutual Private Wealth & Trust
Connecticut
$1.14K
SC
211
SouthState Corp
Florida
$892
SS
212
Sunbelt Securities
Texas
$778
PFBT
213
Parkside Financial Bank & Trust
Missouri
$572
S
214
SignatureFD
Georgia
$503
WANY
215
Wealthspire Advisors (New York)
New York
$481
TCM
216
TD Capital Management
Tennessee
$457
US Bancorp
217
US Bancorp
Minnesota
$183
CA
218
CoreCap Advisors
Michigan
$160
HNB
219
Huntington National Bank
Ohio
$23
DCM
220
Driehaus Capital Management
Illinois
DFCM
221
Dark Forest Capital Management
Puerto Rico
GCP
222
GSA Capital Partners
United Kingdom
IQI
223
Integrated Quantitative Investments
Washington
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
224
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
Jacobs Levy Equity Management
225
Jacobs Levy Equity Management
New Jersey