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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
HAS
501
Holland Advisory Services
Florida
$563K -$27.3K -327 -4%
HAIM
502
Hunter Associates Investment Management
Pennsylvania
$563K +$1.58K +19 +0.3%
GI
503
GAMMA Investing
California
$552K -$154K -1,843 -21%
TFS
504
Thoroughbred Financial Services
Tennessee
$547K -$214K -2,570 -27%
MC
505
Moors & Cabot
Massachusetts
$546K +$4.09K +49 +0.7%
XWM
506
Xcel Wealth Management
Florida
$545K
IC
507
IEQ Capital
California
$543K -$798K -9,562 -58%
JWCA
508
J.W. Cole Advisors
Florida
$538K -$25.9K -311 -4%
NRI
509
NFP Retirement Inc
California
$537K +$2.09K +25 +0.4%
AWM
510
Axxcess Wealth Management
California
$536K +$561K +6,719 New
SFG
511
SevenBridge Financial Group
Pennsylvania
$535K
A
512
AlphaQuest
New York
$528K
SIM
513
Studio Investment Management
Illinois
$527K +$40K +480 +8%
SIA
514
Serenity Investment Advisors
Illinois
$526K +$545K +6,533 New
AC
515
AXQ Capital
New Jersey
$524K +$549K +6,579 New
FWCM
516
Ferguson Wellman Capital Management
Oregon
$522K -$26M -312,208 -98%
DS
517
DRW Securities
Illinois
$519K -$203K -2,436 -27%
GXJ
518
Global X Japan
Japan
$516K +$41.9K +502 +8%
NG
519
Norden Group
Utah
$513K -$52.1K -624 -9%
TRCT
520
Tower Research Capital (TRC)
New York
$501K +$272K +3,260 +108%
SL
521
SFM LLC
New Hampshire
$497K -$248K -2,976 -32%
EGM
522
Engineers Gate Manager
New York
$488K -$371K -4,441 -42%
VT
523
Vise Technologies
New York
$486K +$264K +3,162 +108%
SFSG
524
Sound Financial Strategies Group
Mississippi
$485K -$43.3K -519 -8%
TYCC
525
Texas Yale Capital Corp
Florida
$484K +$506K +6,070 New