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Brown & Brown

889 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, 396 increasing their positions, 290 reducing their positions, and 121 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:

17% less first-time investments, than exits

New positions opened: 101 | Existing positions closed: 121

17% less capital invested

Capital invested by funds: $29.5B → $24.5B (-$4.96B)

36% less funds holding in top 10

Funds holding in top 10: 2818 (-10)

Holders
889
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
18
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
TE
576
Tema ETFs
New York
$403K
DILIC
577
Dai-ichi Life Insurance Company
Japan
$399K
LNWWM
578
Laird Norton Wetherby Wealth Management
California
$393K
PA
579
Profund Advisors
Maryland
$392K
AV
580
ASR Vermogensbeheer
Netherlands
$391K
MIC
581
Means Investment Company
Maine
$389K
PIWA
582
Prevail Innovative Wealth Advisors
Kansas
$388K
Brown Advisory
583
Brown Advisory
Maryland
$386K
XT
584
XTX Topco
Cayman Islands
$385K
BAM
585
Belpointe Asset Management
Nevada
$384K
VCA
586
Verdence Capital Advisors
Maryland
$382K
WTB
587
Washington Trust Bank
Washington
$382K
MAS
588
Meeder Advisory Services
Ohio
$379K
NP
589
NorthRock Partners
Minnesota
$371K
FFP
590
FourThought Financial Partners
Florida
$367K
TSWM
591
Triangle Securities Wealth Management
North Carolina
$363K
KF
592
Krilogy Financial
Missouri
$359K
ST
593
Somerset Trust
Pennsylvania
$358K
RWA
594
River Wealth Advisors
Pennsylvania
$358K
PGCM
595
Prescott Group Capital Management
Oklahoma
$353K
GKFF
596
George Kaiser Family Foundation
Oklahoma
$353K
AIA
597
AssuredPartners Investment Advisors
Florida
$353K
CSPIA
598
Cary Street Partners Investment Advisory
Virginia
$345K
PCA
599
Pallas Capital Advisors
Massachusetts
$345K
KWM
600
Kingsview Wealth Management
Oregon
$343K