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Brown & Brown

884 hedge funds and large institutions have $21.7B invested in Brown & Brown in 2025 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 296 increasing their positions, 353 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more call options, than puts

Call options by funds: $15.5M | Put options by funds: $13.2M

3% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 124

0.46% more ownership

Funds ownership: 79.45%79.91% (+0.46%)

1% less funds holding

Funds holding: 894884 (-10)

11% less capital invested

Capital invested by funds: $24.6B → $21.7B (-$2.82B)

16% less repeat investments, than reductions

Existing positions increased: 296 | Existing positions reduced: 353

33% less funds holding in top 10

Funds holding in top 10: 1812 (-6)

Holders
884
Holders Change
-10
Holders Change %
-1.12%
% of All Funds
10.75%
Holding in Top 10
12
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-33.33%
% of All Funds
0.15%
New
128
Increased
296
Reduced
353
Closed
124
Calls
$15.5M
Puts
$13.2M
Net Calls
+$2.33M
Net Calls Change
-$7.47M
Name Holding Trade Value Shares
Change
Change in
Stake
LCM
476
Landscape Capital Management
New Jersey
$668K +$165K +1,979 +31%
BBVA
477
Banco Bilbao Vizcaya Argentaria
Spain
$665K +$36.8K +441 +6%
CP
478
CenterBook Partners
Connecticut
$663K -$282K -3,378 -29%
CA
479
CWC Advisors
Oregon
$653K +$918 +11 +0.1%
ALA
480
Atlas Legacy Advisors
California
$649K +$97.5K +1,169 +17%
AFG
481
Atomi Financial Group
New York
$646K -$203K -2,429 -23%
TW
482
ticino wealth
California
$644K +$675K +8,086 New
Nomura Holdings
483
Nomura Holdings
Japan
$643K +$43.2K +518 +7%
AA
484
Advisory Alpha
Michigan
$642K +$126K +1,511 +23%
SAM
485
Securian Asset Management
Minnesota
$636K -$513K -6,144 -43%
KSWWM
486
Keyes Stange & Wooten Wealth Management
Florida
$634K -$26K -312 -4%
VA
487
Vident Advisory
Georgia
$634K -$122K -1,463 -16%
MSA
488
MUFG Securities Americas
New York
$630K +$751 +9 +0.1%
MCM
489
Manchester Capital Management
Vermont
$625K +$3.84K +46 +0.6%
RCM
490
RMR Capital Management
California
$614K +$355K +4,258 +124%
BAM
491
Blueshift Asset Management
New Jersey
$601K +$629K +7,541 New
HCA
492
Hyperion Capital Advisors
New York
$598K
BCM
493
Brookstone Capital Management
Illinois
$596K -$2.58M -30,910 -81%
JFG
494
Jefferies Financial Group
New York
$593K -$1.17M -14,062 -65%
BCM
495
Boreal Capital Management
Florida
$590K +$145K +1,743 +31%
KRSITF
496
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$585K
LSA
497
Leonteq Securities AG
Switzerland
$574K +$548K +6,565 +1,034%
VCA
498
Verdence Capital Advisors
Maryland
$572K +$235K +2,817 +65%
CPCPP
499
Canada Post Corporation Pension Plan
Canada
$571K +$130K +1,560 +28%
HWAM
500
Hennion & Walsh Asset Management
New Jersey
$565K -$3.5K -42 -0.6%