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Brown & Brown

879 hedge funds and large institutions have $24.5B invested in Brown & Brown in 2025 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 389 increasing their positions, 285 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:

16% less first-time investments, than exits

New positions opened: 102 | 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
879
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
MIC
576
Means Investment Company
Maine
$389K
PIWA
577
Prevail Innovative Wealth Advisors
Kansas
$388K
Brown Advisory
578
Brown Advisory
Maryland
$386K
XT
579
XTX Topco
Cayman Islands
$385K
BAM
580
Belpointe Asset Management
Nevada
$384K
VCA
581
Verdence Capital Advisors
Maryland
$382K
WTB
582
Washington Trust Bank
Washington
$382K
MAS
583
Meeder Advisory Services
Ohio
$379K
NP
584
NorthRock Partners
Minnesota
$371K
FFP
585
FourThought Financial Partners
Florida
$367K
TSWM
586
Triangle Securities Wealth Management
North Carolina
$363K
KF
587
Krilogy Financial
Missouri
$359K
ST
588
Somerset Trust
Pennsylvania
$358K
RWA
589
River Wealth Advisors
Pennsylvania
$358K
PGCM
590
Prescott Group Capital Management
Oklahoma
$353K
GKFF
591
George Kaiser Family Foundation
Oklahoma
$353K
AIA
592
AssuredPartners Investment Advisors
Florida
$353K
CSPIA
593
Cary Street Partners Investment Advisory
Virginia
$345K
PCA
594
Pallas Capital Advisors
Massachusetts
$345K
KWM
595
Kingsview Wealth Management
Oregon
$343K
BP
596
Ballentine Partners
Massachusetts
$343K
UW
597
Unique Wealth
Florida
$339K
JTWM
598
Jackson Thornton Wealth Management
Alabama
$337K
EH
599
Equitable Holdings
New York
$335K
WHCI
600
W.H. Cornerstone Investments
Massachusetts
$334K