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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
FCP
551
Fidelis Capital Partners
Florida
$599K -$16K -143 -3%
Fayez Sarofim & Co
552
Fayez Sarofim & Co
Texas
$596K +$535K +4,790 New
WTB
553
Washington Trust Bank
Washington
$595K +$3.69K +33 +0.7%
GWP
554
Gen-Wealth Partners
Michigan
$589K -$97.8K -875 -16%
FFM
555
Forum Financial Management
Illinois
$586K
Vontobel Holding
556
Vontobel Holding
Switzerland
$580K -$50.2K -449 -9%
FAIM
557
Financial Advocates Investment Management
Washington
$579K +$15.2K +136 +3%
Balyasny Asset Management
558
Balyasny Asset Management
Illinois
$572K -$76.3M -682,500 -99%
FPCG
559
Forum Private Client Group
Indiana
$570K -$4.69K -42 -0.9%
O
560
Ossiam
France
$567K -$281K -2,511 -36%
JSW
561
Journey Strategic Wealth
New Jersey
$561K +$3.02K +27 +0.6%
KA
562
Klingman & Associates
New York
$552K +$3.02K +27 +0.6%
MP
563
Moment Partners
California
$550K -$6.37K -57 -1%
WA
564
Waverly Advisors
Alabama
$541K +$222K +1,989 +84%
PVI
565
Pine Valley Investments
New Jersey
$541K
AA
566
Apriem Advisors
California
$540K
GIA
567
Gateway Investment Advisers
Ohio
$536K +$10.8K +97 +2%
VI
568
Vestcor Inc
New Brunswick, Canada
$532K +$1.23K +11 +0.3%
AWM
569
Axxcess Wealth Management
California
$529K +$242K +2,164 +104%
DILIC
570
Dai-ichi Life Insurance Company
Japan
$529K
Brown Advisory
571
Brown Advisory
Maryland
$528K +$8.83K +79 +2%
AV
572
ASR Vermogensbeheer
Netherlands
$527K +$473K +4,236 New
RWM
573
Revisor Wealth Management
Ohio
$523K +$195K +1,742 +71%
MSA
574
MUFG Securities Americas
New York
$523K +$77.9K +697 +20%
MIC
575
Means Investment Company
Maine
$516K

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.