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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
GVAG
601
Great Valley Advisor Group
Delaware
$334K
CG
602
Cynosure Group
Utah
$334K
SAM
603
Strategy Asset Managers
California
$333K
HAG
604
HighPoint Advisor Group
Illinois
$333K
AG
605
Ascent Group
Virginia
$331K
TSMHT
606
Thurston Springer Miller Herd & Titak
Indiana
$327K
RCM
607
RMR Capital Management
California
$323K
KWA
608
Kingswood Wealth Advisors
California
$313K
BTWM
609
Baker Tilly Wealth Management
Wisconsin
$312K
DTL
610
Dynamic Technology Lab
Singapore
$311K
SWP
611
Sagespring Wealth Partners
Tennessee
$311K
II
612
Inspire Investing
Idaho
$310K
BFO
613
Boston Family Office
Massachusetts
$308K
RFC
614
Regions Financial Corp
Alabama
$306K
VCM
615
Voleon Capital Management
California
$306K
AIM
616
Anchor Investment Management
South Carolina
$305K
CCA
617
Checchi Capital Advisers
California
$305K
CAI
618
Capital Advisors Inc
Oklahoma
$302K
WIA
619
World Investment Advisors
California
$301K
LWAM
620
Legacy Wealth Asset Management
Minnesota
$300K
RCM
621
Requisite Capital Management
Texas
$297K
BFA
622
Brendel Financial Advisors
New Hampshire
$292K
PWM
623
Palacios Wealth Management
Florida
$291K
SCA
624
Stonebridge Capital Advisors
Minnesota
$291K
CCI
625
Credit Capital Investments
New Jersey
$291K