BRO icon

Brown & Brown

889 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, 396 increasing their positions, 290 reducing their positions, and 121 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:

17% less first-time investments, than exits

New positions opened: 101 | Existing positions closed: 121

17% less capital invested

Capital invested by funds: $29.5B → $24.5B (-$4.96B)

36% less funds holding in top 10

Funds holding in top 10: 2818 (-10)

Holders
889
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
Vontobel Holding
501
Vontobel Holding
Switzerland
$674K
HWAM
502
Hennion & Walsh Asset Management
New Jersey
$669K
JWCA
503
J.W. Cole Advisors
Florida
$663K
NG
504
Norden Group
Utah
$662K
HAIM
505
Hunter Associates Investment Management
Pennsylvania
$661K
SFI
506
Siemens Fonds Invest
Germany
$661K
SOS
507
Silver Oak Securities
Tennessee
$655K
ALA
508
Atlas Legacy Advisors
California
$655K
XWM
509
Xcel Wealth Management
Florida
$641K
WA
510
Waverly Advisors
Alabama
$641K
BIG
511
Brooklyn Investment Group
New York
$639K
MC
512
Moors & Cabot
Massachusetts
$638K
DCP
513
DSM Capital Partners
Florida
$636K
HWM
514
Hohimer Wealth Management
Washington
$634K
AWA
515
Arkadios Wealth Advisors
Georgia
$631K
NRI
516
NFP Retirement Inc
California
$629K
SO
517
STRS Ohio
Ohio
$626K
A
518
AlphaQuest
New York
$621K
SFSG
519
Sound Financial Strategies Group
Mississippi
$620K
FTWA
520
Fifth Third Wealth Advisors
Ohio
$612K
AA
521
Advisory Alpha
Michigan
$612K
CIA
522
Caerus Investment Advisors
Texas
$610K
LCM
523
Landscape Capital Management
New Jersey
$600K
JSW
524
Journey Strategic Wealth
New Jersey
$588K
BFPW
525
BOK Financial Private Wealth
Colorado
$579K