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Brown & Brown

908 hedge funds and large institutions have $27.3B invested in Brown & Brown in 2025 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 339 increasing their positions, 315 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more call options, than puts

Call options by funds: $26.2M | Put options by funds: $10.6M

68% more funds holding in top 10

Funds holding in top 10: 1932 (+13)

57% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 83

25% more capital invested

Capital invested by funds: $21.9B → $27.3B (+$5.42B)

4% more funds holding

Funds holding: 873908 (+35)

1.62% more ownership

Funds ownership: 75.01%76.62% (+1.6%)

8% more repeat investments, than reductions

Existing positions increased: 339 | Existing positions reduced: 315

Holders
908
Holders Change
+35
Holders Change %
+4.01%
% of All Funds
12.17%
Holding in Top 10
32
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+68.42%
% of All Funds
0.43%
New
130
Increased
339
Reduced
315
Closed
83
Calls
$26.2M
Puts
$10.6M
Net Calls
+$15.6M
Net Calls Change
-$4.27M
Name Holding Trade Value Shares
Change
Change in
Stake
Capstone Investment Advisors
526
Capstone Investment Advisors
New York
$715K -$14.2K -127 -2%
SFG
527
SevenBridge Financial Group
Pennsylvania
$714K -$6.7K -60 -0.9%
SFS
528
Sowell Financial Services
Arkansas
$711K +$639K +5,716 New
GXJ
529
Global X Japan
Japan
$711K +$86.2K +771 +16%
SFI
530
Siemens Fonds Invest
Germany
$704K -$389K -3,482 -38%
USAA
531
United Services Automobile Association
Texas
$701K +$637K +5,703 New
Jones Financial Companies
532
Jones Financial Companies
Missouri
$684K +$184K +1,648 +42%
MFA
533
Mayflower Financial Advisors
Massachusetts
$676K -$9.83K -88 -2%
BS
534
Brighton Securities
New York
$675K -$24K -215 -4%
NLP
535
Next Level Private
New York
$675K
AO
536
Advisor OS
Illinois
$669K -$13.7K -123 -2%
MA
537
MJP Associates
Connecticut
$666K +$5.14K +46 +0.9%
LCWP
538
Legacy Capital Wealth Partners
Arkansas
$664K -$69.7K -624 -10%
APWM
539
Argonautica Private Wealth Management
Massachusetts
$659K -$7.15K -64 -1%
TCM
540
Teza Capital Management
Illinois
$654K +$588K +5,261 New
HCM
541
Howland Capital Management
Massachusetts
$646K +$4.8K +43 +0.8%
SOS
542
Silver Oak Securities
Tennessee
$646K +$587K +5,254 New
UW
543
Unique Wealth
Florida
$643K +$185K +1,657 +47%
KWM
544
Kingsview Wealth Management
Oregon
$641K -$8.04K -72 -1%
BBVA
545
Banco Bilbao Vizcaya Argentaria
Spain
$635K +$24.2K +217 +4%
JCIA
546
Jackson Creek Investment Advisors
Colorado
$633K -$59.7K -534 -10%
BMWM
547
Brown Miller Wealth Management
Virginia
$631K +$567K +5,071 New
GFM
548
GF Fund Management
China
$630K +$566K +5,065 New
Jane Street
549
Jane Street
New York
$621K +$152K +1,356 +37%
MCM
550
Massar Capital Management
Connecticut
$610K +$548K +4,900 New

BRO Hedge Fund Activity: Q1 2025 in Review

908 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Brown & Brown (BRO) for Q1 2025, worth a combined $27.3B — up 25% from $21.9B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new BRO positions and 83 closed out — a net gain of 47 holders — while 339 added to existing stakes and 315 trimmed.

The largest buyer was Parnassus Investments, opening a new position worth an estimated $808M. The largest seller was Select Equity Group, cutting an estimated $190M.

  • 908 institutional investors held Brown & Brown (BRO) as of Q1 2025, up from 873 in Q4 2024.
  • Funds reported $27.3B of Brown & Brown stock for Q1 2025, up 25% quarter-over-quarter.
  • 130 funds opened new Brown & Brown positions in Q1 2025 and 83 closed out, a net change of +47 holders.
  • The largest Brown & Brown buyer in Q1 2025 was Parnassus Investments, an estimated $808M added.
  • The largest Brown & Brown seller in Q1 2025 was Select Equity Group, an estimated $190M sold.

Based on aggregated 13F filings for Q1 2025.