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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
KA
551
Klingman & Associates
New York
$399K +$21.1K +253 +5%
TPI
552
Trust Point Inc
Wisconsin
$398K +$52.3K +627 +14%
ANBOT
553
American National Bank of Texas
Texas
$391K +$22K +264 +6%
RWM
554
Revisor Wealth Management
Ohio
$383K +$22.9K +274 +6%
WANY
555
Wealthspire Advisors (New York)
New York
$376K +$218K +2,618 +125%
MFA
556
Mayflower Financial Advisors
Massachusetts
$371K -$65.3K -783 -14%
FPCG
557
Forum Private Client Group
Indiana
$367K +$751 +9 +0.2%
CW
558
CreativeOne Wealth
Kansas
$359K +$11.6K +139 +3%
N
559
Numerai
California
$358K -$1.42M -16,959 -79%
PCM
560
Prelude Capital Management
New York
$356K +$373K +4,465 New
JSW
561
Journey Strategic Wealth
New Jersey
$354K -$153K -1,830 -29%
TG
562
TCW Group
California
$349K +$365K +4,373 New
ATPW
563
Ashton Thomas Private Wealth
Arizona
$348K -$138K -1,654 -27%
AA
564
Apriem Advisors
California
$346K -$250 -3 -0.1%
VSQM
565
V-Square Quantitative Management
Illinois
$344K +$360K +4,312 New
VWM
566
Venturi Wealth Management
Texas
$343K -$58.5K -701 -14%
BAM
567
Belpointe Asset Management
Nevada
$342K +$15.9K +191 +5%
TE
568
Tema ETFs
New York
$341K -$1K -12 -0.3%
ET
569
Entropy Technologies
New York
$341K +$357K +4,280 New
AA
570
ABC Arbitrage
France
$340K +$356K +4,266 New
PIWA
571
Prevail Innovative Wealth Advisors
Kansas
$338K +$8.59K +103 +2%
EH
572
Equitable Holdings
New York
$333K +$50.9K +610 +17%
SFI
573
Siemens Fonds Invest
Germany
$332K -$242K -2,906 -41%
MIC
574
Means Investment Company
Maine
$331K
GS
575
GTS Securities
New York
$329K +$344K +4,123 New