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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
AIM
626
Aigen Investment Management
New York
$287K
TRCT
627
Tower Research Capital (TRC)
New York
$284K
FFA
628
Farther Finance Advisors
California
$284K
Connor, Clark & Lunn Investment Management (CC&L)
629
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$281K
SG Americas Securities
630
SG Americas Securities
New York
$280K
BCI
631
Brinker Capital Investments
Pennsylvania
$280K
SAI
632
Savvy Advisors Inc
New York
$280K
KCM
633
Kathmere Capital Management
Pennsylvania
$279K
CAMG
634
CWA Asset Management Group
Florida
$277K
FRA
635
Frank Rimerman Advisors
California
$275K
VT
636
Vise Technologies
New York
$275K
OA
637
Operose Advisors
Wisconsin
$272K
NAM
638
NorthCrest Asset Manangement
Minnesota
$272K
CFG
639
Citizens Financial Group
Rhode Island
$270K
MWM
640
Mattern Wealth Management
Kansas
$270K
PA
641
Procyon Advisors
Connecticut
$263K
FPAS
642
Focus Partners Advisor Solutions
Missouri
$262K
CI
643
Cigna Investments
Connecticut
$262K
IB
644
Intrust Bank
Kansas
$258K
KFS
645
Kurt F. Somerville
$258K
MMA
646
Mizuho Markets Americas
New York
$257K
WA
647
Waddell & Associates
Tennessee
$257K
TAM
648
Trust Asset Management
Texas
$256K
MBTD
649
Mechanics Bank - Trust Department
California
$255K
EL
650
EWA LLC
Pennsylvania
$251K