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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
CIS
651
Custom Index Systems
New York
$250K
QIM
652
Quantitative Investment Management
Virginia
$249K
WWC
653
Waypoint Wealth Counsel
Georgia
$246K
DWA
654
Douglass Winthrop Advisors
New York
$244K
AWAU
655
Alliance Wealth Advisors (Utah)
Utah
$244K
CGL
656
Clarius Group LLC
Washington
$244K
FAFN
657
First Affirmative Financial Network
Colorado
$244K
CRC
658
Curi RMB Capital
Illinois
$243K
PWM
659
Perigon Wealth Management
California
$241K
WAG
660
Wallace Advisory Group
California
$240K
MCM
661
MAI Capital Management
Ohio
$238K
AWM
662
Apollon Wealth Management
South Carolina
$237K
MGIA
663
Moneta Group Investment Advisors
Missouri
$237K
EWA
664
EverSource Wealth Advisors
Alabama
$235K
MG
665
Mather Group
Illinois
$235K
FB
666
Fulton Bank
Pennsylvania
$231K
CA
667
Callahan Advisors
Texas
$231K
PFM
668
Patton Fund Management
Texas
$231K
AF
669
Allworth Financial
California
$229K
ATC
670
Argent Trust Co
Tennessee
$228K
FW
671
FullCircle Wealth
Texas
$227K
CA
672
CoreCap Advisors
Michigan
$226K
LFAS
673
Level Four Advisory Services
Texas
$224K
CP
674
Covenant Partners
Tennessee
$224K
MCA
675
MSH Capital Advisors
Arizona
$223K