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Brown & Brown

817 hedge funds and large institutions have $21.7B invested in Brown & Brown in 2024 Q3 according to their latest regulatory filings, with 117 funds opening new positions, 309 increasing their positions, 265 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,381% more call options, than puts

Call options by funds: $28.5M | Put options by funds: $1.15M

134% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 50

29% more funds holding in top 10

Funds holding in top 10: 1418 (+4)

17% more repeat investments, than reductions

Existing positions increased: 309 | Existing positions reduced: 265

16% more capital invested

Capital invested by funds: $18.7B → $21.7B (+$2.97B)

8% more funds holding

Funds holding: 755817 (+62)

0.07% more ownership

Funds ownership: 73.35%73.42% (+0.07%)

Holders
817
Holders Change
+62
Holders Change %
+8.21%
% of All Funds
11.73%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.26%
New
117
Increased
309
Reduced
265
Closed
50
Calls
$28.5M
Puts
$1.15M
Net Calls
+$27.4M
Net Calls Change
+$1.75M
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
651
Spirepoint Private Client
Florida
$229K +$220K +2,214 New
AWM
652
Axxcess Wealth Management
California
$229K +$220K +2,208 New
LSAG
653
Lake Street Advisors Group
New Hampshire
$228K +$218K +2,197 New
NW
654
NewEdge Wealth
Pennsylvania
$227K +$218K +2,194 New
KCPG
655
Kavar Capital Partners Group
Kansas
$227K +$218K +2,188 New
AA
656
Advisory Alpha
Michigan
$226K +$217K +2,185 New
ST
657
Smithfield Trust
Pennsylvania
$223K
FB
658
Fulton Bank
Pennsylvania
$223K +$214K +2,151 New
VF
659
Virtu Financial
New York
$222K -$849K -8,541 -80%
BFM
660
Boothbay Fund Management
New York
$221K +$212K +2,130 New
Jones Financial Companies
661
Jones Financial Companies
Missouri
$219K +$174K +1,746 +455%
DFCM
662
Dark Forest Capital Management
Puerto Rico
$218K +$209K +2,106 New
DWA
663
Douglass Winthrop Advisors
New York
$218K +$209K +2,100 New
GM
664
GeoWealth Management
Illinois
$217K -$7.06K -71 -3%
UW
665
Unique Wealth
Florida
$216K +$207K +2,085 New
JWCA
666
J.W. Cole Advisors
Florida
$216K +$207K +2,085 New
CSPIA
667
Cary Street Partners Investment Advisory
Virginia
$215K +$207K +2,080 New
SPWM
668
Schrum Private Wealth Management
Florida
$214K +$205K +2,064 New
HH
669
Hilltop Holdings
Texas
$211K +$202K +2,034 New
WANY
670
Wealthspire Advisors (New York)
New York
$208K +$200K +2,009 New
TCA
671
Transcend Capital Advisors
New Jersey
$208K +$199K +2,004 New
RC
672
RBF Capital
California
$207K +$199K +2,000 New
HKIMG
673
Hutchens & Kramer Investment Management Group
Indiana
$205K +$194K +1,954 New
AC
674
AlphaCore Capital
California
$201K +$193K +1,940 New
AA
675
AlphaCentric Advisors
Puerto Rico
$199K -$13.1K -132 -6%