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Brown & Brown

875 hedge funds and large institutions have $24.5B invested in Brown & Brown in 2025 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 387 increasing their positions, 284 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

less ownership

Funds ownership:

16% less first-time investments, than exits

New positions opened: 101 | Existing positions closed: 120

17% less capital invested

Capital invested by funds: $29.4B → $24.5B (-$4.93B)

36% less funds holding in top 10

Funds holding in top 10: 2818 (-10)

Holders
875
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$16.2M
Puts
$6.37M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFO
401
Callan Family Office
Pennsylvania
$1.42M
CIA
402
Capital Investment Advisors
Georgia
$1.42M
CL
403
Choreo LLC
Illinois
$1.41M
GT
404
Greenleaf Trust
Michigan
$1.4M
AWM
405
AE Wealth Management
Kansas
$1.34M
SAM
406
Securian Asset Management
Minnesota
$1.33M
PMWMG
407
Parr McKnight Wealth Management Group
Minnesota
$1.32M
Focus Partners Wealth
408
Focus Partners Wealth
Massachusetts
$1.31M
BPIM
409
Brant Point Investment Management
New York
$1.31M
CJ
410
Caitlin John
Michigan
$1.31M
Federated Hermes
411
Federated Hermes
Pennsylvania
$1.3M
MSRPS
412
Maryland State Retirement & Pension System
Maryland
$1.3M
IMCOOI
413
Investment Management Corp of Ontario (IMCO)
Canada
$1.3M
PI
414
PineBridge Investments
New York
$1.3M
IG
415
ING Group
Netherlands
$1.29M
SW
416
SlateStone Wealth
Florida
$1.26M
ALMGDA
417
AG2R La Mondiale Gestion d'Actifs
France
$1.22M
Envestnet Portfolio Solutions
418
Envestnet Portfolio Solutions
Illinois
$1.22M
CPA
419
Cathy Pareto & Associates
Florida
$1.2M
SEM
420
Suncoast Equity Management
Florida
$1.18M
WS
421
Wedbush Securities
California
$1.14M
BAMF
422
BI Asset Management Fondsmaeglerselskab
Denmark
$1.13M
CSI
423
Cross Staff Investments
New York
$1.13M
WCM
424
Wedge Capital Management
North Carolina
$1.12M
YIH
425
Y-Intercept (HK)
Hong Kong
$1.11M