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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
ALA
501
Atlas Legacy Advisors
California
$655K
XWM
502
Xcel Wealth Management
Florida
$641K
WA
503
Waverly Advisors
Alabama
$641K
BIG
504
Brooklyn Investment Group
New York
$639K
MC
505
Moors & Cabot
Massachusetts
$638K
DCP
506
DSM Capital Partners
Florida
$636K
HWM
507
Hohimer Wealth Management
Washington
$634K
AWA
508
Arkadios Wealth Advisors
Georgia
$631K
SO
509
STRS Ohio
Ohio
$626K
A
510
AlphaQuest
New York
$621K
SFSG
511
Sound Financial Strategies Group
Mississippi
$620K
FTWA
512
Fifth Third Wealth Advisors
Ohio
$612K
AA
513
Advisory Alpha
Michigan
$612K
CIA
514
Caerus Investment Advisors
Texas
$610K
LCM
515
Landscape Capital Management
New Jersey
$600K
JSW
516
Journey Strategic Wealth
New Jersey
$588K
BFPW
517
BOK Financial Private Wealth
Colorado
$579K
GSEP
518
Golden State Equity Partners
California
$576K
SIM
519
Studio Investment Management
Illinois
$575K
RCM
520
Radnor Capital Management
Pennsylvania
$568K
ATPW
521
Ashton Thomas Private Wealth
Arizona
$564K
QCG
522
Quadrant Capital Group
Ohio
$561K
GXJ
523
Global X Japan
Japan
$560K
SS
524
Sunbelt Securities
Texas
$558K
SBFM
525
S-Bank Fund Management
Finland
$555K