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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
KFS
651
Kurt F. Somerville
$258K
MMA
652
Mizuho Markets Americas
New York
$257K
WA
653
Waddell & Associates
Tennessee
$257K
TAM
654
Trust Asset Management
Texas
$256K
MBTD
655
Mechanics Bank - Trust Department
California
$255K
EL
656
EWA LLC
Pennsylvania
$251K
CIS
657
Custom Index Systems
New York
$250K
QIM
658
Quantitative Investment Management
Virginia
$249K
WWC
659
Waypoint Wealth Counsel
Georgia
$246K
DWA
660
Douglass Winthrop Advisors
New York
$244K
AWAU
661
Alliance Wealth Advisors (Utah)
Utah
$244K
CGL
662
Clarius Group LLC
Washington
$244K
FAFN
663
First Affirmative Financial Network
Colorado
$244K
CRC
664
Curi RMB Capital
Illinois
$243K
PWM
665
Perigon Wealth Management
California
$241K
WAG
666
Wallace Advisory Group
California
$240K
MCM
667
MAI Capital Management
Ohio
$238K
AWM
668
Apollon Wealth Management
South Carolina
$237K
MGIA
669
Moneta Group Investment Advisors
Missouri
$237K
EWA
670
EverSource Wealth Advisors
Alabama
$235K
MG
671
Mather Group
Illinois
$235K
FB
672
Fulton Bank
Pennsylvania
$231K
CA
673
Callahan Advisors
Texas
$231K
PFM
674
Patton Fund Management
Texas
$231K
AF
675
Allworth Financial
California
$229K