BRO icon

Brown & Brown

879 hedge funds and large institutions have $24.5B invested in Brown & Brown in 2025 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 389 increasing their positions, 285 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:

16% less first-time investments, than exits

New positions opened: 102 | 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
879
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
JWCA
501
J.W. Cole Advisors
Florida
$663K
NG
502
Norden Group
Utah
$662K
HAIM
503
Hunter Associates Investment Management
Pennsylvania
$661K
SFI
504
Siemens Fonds Invest
Germany
$661K
SOS
505
Silver Oak Securities
Tennessee
$655K
ALA
506
Atlas Legacy Advisors
California
$655K
XWM
507
Xcel Wealth Management
Florida
$641K
WA
508
Waverly Advisors
Alabama
$641K
BIG
509
Brooklyn Investment Group
New York
$639K
MC
510
Moors & Cabot
Massachusetts
$638K
DCP
511
DSM Capital Partners
Florida
$636K
HWM
512
Hohimer Wealth Management
Washington
$634K
AWA
513
Arkadios Wealth Advisors
Georgia
$631K
SO
514
STRS Ohio
Ohio
$626K
A
515
AlphaQuest
New York
$621K
SFSG
516
Sound Financial Strategies Group
Mississippi
$620K
FTWA
517
Fifth Third Wealth Advisors
Ohio
$612K
AA
518
Advisory Alpha
Michigan
$612K
CIA
519
Caerus Investment Advisors
Texas
$610K
LCM
520
Landscape Capital Management
New Jersey
$600K
JSW
521
Journey Strategic Wealth
New Jersey
$588K
BFPW
522
BOK Financial Private Wealth
Colorado
$579K
GSEP
523
Golden State Equity Partners
California
$576K
SIM
524
Studio Investment Management
Illinois
$575K
RCM
525
Radnor Capital Management
Pennsylvania
$568K