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Brown & Brown

918 hedge funds and large institutions have $29.5B invested in Brown & Brown in 2025 Q2 according to their latest regulatory filings, with 132 funds opening new positions, 367 increasing their positions, 300 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
918
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
28
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$40M
Puts
$35M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Hudson Bay Capital Management
651
Hudson Bay Capital Management
Connecticut
$325K
SC
652
Sepio Capital
Utah
$324K
OA
653
Operose Advisors
Wisconsin
$322K
CIS
654
Custom Index Systems
New York
$320K
MWM
655
Mattern Wealth Management
Kansas
$319K
TSWM
656
Triangle Securities Wealth Management
North Carolina
$317K
NWAG
657
Net Worth Advisory Group
Utah
$311K
ATC
658
Argent Trust Co
Tennessee
$310K
JSSH
659
J. Safra Sarasin Holding
$310K
OIA
660
OneDigital Investment Advisors
Kansas
$309K
KFS
661
Kurt F. Somerville
$305K
CI
662
Cigna Investments
Connecticut
$304K
RWM
663
Ritholtz Wealth Management
New York
$304K
MFG
664
Merit Financial Group
Georgia
$303K
TAM
665
Trust Asset Management
Texas
$303K
EL
666
EWA LLC
Pennsylvania
$302K
OCA
667
Otter Creek Advisors
Florida
$296K
PWP
668
Phillips Wealth Planners
Mississippi
$294K
WPC
669
Wedmont Private Capital
Pennsylvania
$293K
RFC
670
Regions Financial Corp
Alabama
$292K
AWM
671
Apollon Wealth Management
South Carolina
$290K
CGL
672
Clarius Group LLC
Washington
$286K
EH
673
Equitable Holdings
New York
$284K
II
674
Inspire Investing
Idaho
$284K
MGIA
675
Moneta Group Investment Advisors
Missouri
$280K