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EverQuote

242 hedge funds and large institutions have $750M invested in EverQuote in 2025 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 90 increasing their positions, 84 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,007% more call options, than puts

Call options by funds: $3.11M | Put options by funds: $281K

92% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 25

17% more capital invested

Capital invested by funds: $639M → $750M (+$111M)

10% more funds holding

Funds holding: 220242 (+22)

1.33% more ownership

Funds ownership: 84.69%86.02% (+1.3%)

7% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 84

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
242
Holders Change
+22
Holders Change %
+10%
% of All Funds
2.94%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
48
Increased
90
Reduced
84
Closed
25
Calls
$3.11M
Puts
$281K
Net Calls
+$2.83M
Net Calls Change
+$2.87M
Name Holding Trade Value Shares
Change
Change in
Stake
SSG
201
Summit Securities Group
New York
$12.2K +$10.9K +450 New
CIBC Private Wealth Group
202
CIBC Private Wealth Group
Georgia
$11.8K +$897 +37 +9%
SPIA
203
Steward Partners Investment Advisory
New York
$10.8K
SAM
204
Smartleaf Asset Management
Massachusetts
$10.4K +$4.27K +176 +83%
ACM
205
Aster Capital Management
United Arab Emirates
$9.56K +$8.58K +354 New
GRP
206
Global Retirement Partners
California
$9.56K +$8.58K +354 New
LSA
207
Leonteq Securities AG
Switzerland
$9.45K
IA
208
IFP Advisors
Florida
$9.07K -$2.08K -86 -20%
LFG
209
Larson Financial Group
Missouri
$8.07K +$3.42K +141 +89%
BNP Paribas Asset Management
210
BNP Paribas Asset Management
France
$8K +$1.77K +73 +31%
RIL
211
Rothschild Investment LLC
Illinois
$6.24K +$1.48K +61 +36%
TWD
212
True Wealth Design
Ohio
$5.86K -$3.22K -133 -38%
BBHC
213
Brown Brothers Harriman & Co
New York
$5.51K
QL
214
Quarry LP
New York
$5.45K -$30.8K -1,269 -86%
Optiver Holding
215
Optiver Holding
Netherlands
$5.08K
MAM
216
Marquette Asset Management
Minnesota
$4.56K +$1.79K +74 +78%
SS
217
SBI Securities
Japan
$3.59K -$751 -31 -19%
FFA
218
Farther Finance Advisors
California
$3.46K +$3.1K +128 New
CT
219
Colonial Trust
South Carolina
$3.42K
YP
220
YANKCOM Partnership
South Dakota
$2.97K +$2.67K +110 New
Rockefeller Capital Management
221
Rockefeller Capital Management
New York
$2.89K +$2.59K +107 New
MLA
222
MB, Levis & Associates
Pennsylvania
$2.7K +$2.42K +100 New
SIS
223
Sound Income Strategies
Florida
$1.98K +$1.94K +80 New
PA
224
Parallel Advisors
California
$1.94K +$145 +6 +9%
PNC Financial Services Group
225
PNC Financial Services Group
Pennsylvania
$1.86K -$291 -12 -15%