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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
TIA
676
Tiemann Investment Advisors
California
$223K
MAWA
677
Moss Adams Wealth Advisors
Washington
$221K
AWM
678
Angeles Wealth Management
California
$220K
EPIMS
679
Evelyn Partners Investment Management Services
$218K
NS
680
NBC Securities
Alabama
$218K
WPC
681
Wedmont Private Capital
Pennsylvania
$216K
RWM
682
Ritholtz Wealth Management
New York
$216K
MSAM
683
Moloney Securities Asset Management
Missouri
$215K
TFA
684
Trinity Financial Advisors
Ohio
$214K
TWM
685
Tradition Wealth Management
Minnesota
$209K
EDRH
686
Edmond de Rothschild Holding
Switzerland
$208K
TPCW
687
TD Private Client Wealth
New York
$208K
CA
688
Commerzbank Aktiengesellschaft
Germany
$208K
KP
689
Keel Point
Alabama
$207K
KCPG
690
Kavar Capital Partners Group
Kansas
$205K
MAM
691
Milestone Asset Management
Pennsylvania
$201K
RFG
692
RFP Financial Group
Georgia
$201K
BRWA
693
B. Riley Wealth Advisors
Florida
$201K
LFA
694
Legacy Financial Advisors
Kentucky
$201K
GRP
695
Global Retirement Partners
California
$197K
WANY
696
Wealthspire Advisors (New York)
New York
$197K
PA
697
Parallel Advisors
California
$195K
QL
698
Quarry LP
New York
$192K
OP
699
ORG Partners
Indiana
$192K
S
700
SignatureFD
Georgia
$185K