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Brown & Brown

891 hedge funds and large institutions have $26.7B invested in Brown & Brown in 2025 Q1 according to their latest regulatory filings, with 132 funds opening new positions, 333 increasing their positions, 307 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

4% more funds holding

Funds holding: 859891 (+32)

8% more repeat investments, than reductions

Existing positions increased: 333 | Existing positions reduced: 307

0.67% more ownership

Funds ownership: 74.31%74.97% (+0.67%)

Holders
891
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
32
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$26.2M
Puts
$10.6M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MA
726
Montag & Associates
Georgia
$146K
AWM
727
Atticus Wealth Management
Florida
$146K
SWM
728
Spire Wealth Management
Virginia
$142K
PWAM
729
Private Wealth Asset Management
Iowa
$141K
SIS
730
Sound Income Strategies
Florida
$137K
BIG
731
Brooklyn Investment Group
New York
$131K
CI Investments Inc
732
CI Investments Inc
Ontario, Canada
$125K
BTI
733
Blue Trust Inc
Georgia
$125K
GEA
734
Glen Eagle Advisors
New Jersey
$124K
CW
735
Curio Wealth
Maryland
$122K
PPC
736
Park Place Capital
Alabama
$119K
C
737
Covestor
United Kingdom
$117K
AF
738
Allworth Financial
California
$113K
AGWCA
739
Annis Gardner Whiting Capital Advisors
Florida
$107K
AIM
740
Acropolis Investment Management
Missouri
$105K
EWA
741
EverSource Wealth Advisors
Alabama
$102K
JFGIW
742
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$101K
OCM
743
Orion Capital Management
California
$100K
WSFS
744
Wilmington Savings Fund Society
Delaware
$96.7K
PFBT
745
Parkside Financial Bank & Trust
Missouri
$96.3K
QC
746
Quent Capital
New York
$96K
SAM
747
Smartleaf Asset Management
Massachusetts
$92K
VCM
748
Versant Capital Management
Arizona
$91.1K
MPWT
749
MassMutual Private Wealth & Trust
Connecticut
$88.8K
CH
750
Cromwell Holdings
Wyoming
$88.7K