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Brown & Brown

871 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, 385 increasing their positions, 282 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 (-$4.94B)

39% less funds holding in top 10

Funds holding in top 10: 2817 (-11)

Holders
871
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
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
FEG
476
Financial Enhancement Group
Indiana
$809K
SFM
477
Soros Fund Management
New York
$797K
KSWWM
478
Keyes Stange & Wooten Wealth Management
Florida
$776K
CA
479
CWC Advisors
Oregon
$768K
FDCDDQ
480
Federation des caisses Desjardins du Quebec
Quebec, Canada
$753K
MFG
481
Merit Financial Group
Georgia
$750K
NRI
482
NFP Retirement Inc
California
$743K
BBVA
483
Banco Bilbao Vizcaya Argentaria
Spain
$741K
MSA
484
MUFG Securities Americas
New York
$741K
MCM
485
Manchester Capital Management
Vermont
$731K
PAS
486
Park Avenue Securities
New York
$729K
CB
487
Commerce Bank
Missouri
$722K
SGI
488
Summit Global Investments
Utah
$719K
Nomura Holdings
489
Nomura Holdings
Japan
$708K
HCA
490
Hyperion Capital Advisors
New York
$703K
HAS
491
Holland Advisory Services
Florida
$693K
BFM
492
Boothbay Fund Management
New York
$693K
KRSITF
493
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$689K
Vontobel Holding
494
Vontobel Holding
Switzerland
$674K
HWAM
495
Hennion & Walsh Asset Management
New Jersey
$669K
JWCA
496
J.W. Cole Advisors
Florida
$663K
NG
497
Norden Group
Utah
$662K
HAIM
498
Hunter Associates Investment Management
Pennsylvania
$661K
SFI
499
Siemens Fonds Invest
Germany
$661K
SOS
500
Silver Oak Securities
Tennessee
$655K