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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
TSMHT
601
Thurston Springer Miller Herd & Titak
Indiana
$327K
RCM
602
RMR Capital Management
California
$323K
KWA
603
Kingswood Wealth Advisors
California
$313K
BTWM
604
Baker Tilly Wealth Management
Wisconsin
$312K
DTL
605
Dynamic Technology Lab
Singapore
$311K
SWP
606
Sagespring Wealth Partners
Tennessee
$311K
II
607
Inspire Investing
Idaho
$310K
BFO
608
Boston Family Office
Massachusetts
$308K
RFC
609
Regions Financial Corp
Alabama
$306K
VCM
610
Voleon Capital Management
California
$306K
AIM
611
Anchor Investment Management
South Carolina
$305K
CCA
612
Checchi Capital Advisers
California
$305K
CAI
613
Capital Advisors Inc
Oklahoma
$302K
WIA
614
World Investment Advisors
California
$301K
LWAM
615
Legacy Wealth Asset Management
Minnesota
$300K
RCM
616
Requisite Capital Management
Texas
$297K
BFA
617
Brendel Financial Advisors
New Hampshire
$292K
PWM
618
Palacios Wealth Management
Florida
$291K
SCA
619
Stonebridge Capital Advisors
Minnesota
$291K
CCI
620
Credit Capital Investments
New Jersey
$291K
AIM
621
Aigen Investment Management
New York
$287K
TRCT
622
Tower Research Capital (TRC)
New York
$284K
FFA
623
Farther Finance Advisors
California
$284K
Connor, Clark & Lunn Investment Management (CC&L)
624
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$281K
SG Americas Securities
625
SG Americas Securities
New York
$280K