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Brown & Brown

871 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, 385 increasing their positions, 282 reducing their positions, and 120 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: 101 | Existing positions closed: 120

17% less capital invested

Capital invested by funds: $29.4B → $24.5B (-$4.94B)

39% less funds holding in top 10

Funds holding in top 10: 2817 (-11)

Holders
871
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
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
PWG
551
Portside Wealth Group
Utah
$462K
KA
552
Klingman & Associates
New York
$446K
FFM
553
Forum Financial Management
Illinois
$443K
TCA
554
Transcend Capital Advisors
New Jersey
$439K
ANBOT
555
American National Bank of Texas
Texas
$436K
MP
556
Moment Partners
California
$434K
RWM
557
Revisor Wealth Management
Ohio
$434K
FPCG
558
Forum Private Client Group
Indiana
$431K
PAG
559
Private Advisor Group
New Jersey
$430K
GWM
560
Gibbs Wealth Management
Georgia
$430K
GIA
561
Gateway Investment Advisers
Ohio
$416K
CW
562
CreativeOne Wealth
Kansas
$410K
TPI
563
Trust Point Inc
Wisconsin
$410K
PWP
564
Phillips Wealth Planners
Mississippi
$408K
AA
565
Apriem Advisors
California
$408K
TE
566
Tema ETFs
New York
$403K
DILIC
567
Dai-ichi Life Insurance Company
Japan
$399K
LNWWM
568
Laird Norton Wetherby Wealth Management
California
$393K
PA
569
Profund Advisors
Maryland
$392K
AV
570
ASR Vermogensbeheer
Netherlands
$391K
MIC
571
Means Investment Company
Maine
$389K
PIWA
572
Prevail Innovative Wealth Advisors
Kansas
$388K
Brown Advisory
573
Brown Advisory
Maryland
$386K
XT
574
XTX Topco
Cayman Islands
$385K
BAM
575
Belpointe Asset Management
Nevada
$384K