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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
RCM
626
Requisite Capital Management
Texas
$297K
BFA
627
Brendel Financial Advisors
New Hampshire
$292K
PWM
628
Palacios Wealth Management
Florida
$291K
SCA
629
Stonebridge Capital Advisors
Minnesota
$291K
CCI
630
Credit Capital Investments
New Jersey
$291K
AIM
631
Aigen Investment Management
New York
$287K
TRCT
632
Tower Research Capital (TRC)
New York
$284K
FFA
633
Farther Finance Advisors
California
$284K
Connor, Clark & Lunn Investment Management (CC&L)
634
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$281K
SG Americas Securities
635
SG Americas Securities
New York
$280K
BCI
636
Brinker Capital Investments
Pennsylvania
$280K
SAI
637
Savvy Advisors Inc
New York
$280K
KCM
638
Kathmere Capital Management
Pennsylvania
$279K
CAMG
639
CWA Asset Management Group
Florida
$277K
BS
640
Brighton Securities
New York
$276K
FRA
641
Frank Rimerman Advisors
California
$275K
VT
642
Vise Technologies
New York
$275K
OA
643
Operose Advisors
Wisconsin
$272K
NAM
644
NorthCrest Asset Manangement
Minnesota
$272K
CFG
645
Citizens Financial Group
Rhode Island
$270K
MWM
646
Mattern Wealth Management
Kansas
$270K
PA
647
Procyon Advisors
Connecticut
$263K
FPAS
648
Focus Partners Advisor Solutions
Missouri
$262K
CI
649
Cigna Investments
Connecticut
$262K
IB
650
Intrust Bank
Kansas
$258K