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Brown & Brown

880 hedge funds and large institutions have $21.7B invested in Brown & Brown in 2025 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 295 increasing their positions, 353 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

less funds holding

Funds holding:

11% less capital invested

Capital invested by funds: $24.5B → $21.7B (-$2.79B)

16% less repeat investments, than reductions

Existing positions increased: 295 | Existing positions reduced: 353

33% less funds holding in top 10

Funds holding in top 10: 1812 (-6)

Holders
880
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$15.5M
Puts
$13.2M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HAIM
501
Hunter Associates Investment Management
Pennsylvania
$563K
GI
502
GAMMA Investing
California
$552K
TFS
503
Thoroughbred Financial Services
Tennessee
$547K
MC
504
Moors & Cabot
Massachusetts
$546K
XWM
505
Xcel Wealth Management
Florida
$545K
IC
506
IEQ Capital
California
$543K
JWCA
507
J.W. Cole Advisors
Florida
$538K
NRI
508
NFP Retirement Inc
California
$537K
AWM
509
Axxcess Wealth Management
California
$536K
SFG
510
SevenBridge Financial Group
Pennsylvania
$535K
A
511
AlphaQuest
New York
$528K
SIM
512
Studio Investment Management
Illinois
$527K
SIA
513
Serenity Investment Advisors
Illinois
$526K
AC
514
AXQ Capital
New Jersey
$524K
FWCM
515
Ferguson Wellman Capital Management
Oregon
$522K
DS
516
DRW Securities
Illinois
$519K
GXJ
517
Global X Japan
Japan
$516K
NG
518
Norden Group
Utah
$513K
TRCT
519
Tower Research Capital (TRC)
New York
$501K
SL
520
SFM LLC
New Hampshire
$497K
EGM
521
Engineers Gate Manager
New York
$488K
VT
522
Vise Technologies
New York
$486K
SFSG
523
Sound Financial Strategies Group
Mississippi
$485K
TYCC
524
Texas Yale Capital Corp
Florida
$484K
HNB
525
Huntington National Bank
Ohio
$479K