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Brown & Brown

908 hedge funds and large institutions have $29.4B invested in Brown & Brown in 2025 Q2 according to their latest regulatory filings, with 132 funds opening new positions, 367 increasing their positions, 293 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
908
Holders Change
+18
Holders Change %
+2.02%
% of All Funds
12.17%
Holding in Top 10
28
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-12.5%
% of All Funds
0.38%
New
132
Increased
367
Reduced
293
Closed
97
Calls
$40M
Puts
$35M
Net Calls
+$5.03M
Net Calls Change
-$10.6M
Name Holding Trade Value Shares
Change
Shares
Change %
FW
726
FullCircle Wealth
Texas
$213K +$21.1K +228 +11%
SPC
727
Spirepoint Private Client
Florida
$212K
WWM
728
Western Wealth Management
Colorado
$211K +$12K +108 +6%
EDRH
729
Edmond de Rothschild Holding
Switzerland
$205K
FTWA
730
Fifth Third Wealth Advisors
Ohio
$205K -$3.99K -36 -2%
SC
731
Steph & Co
Wisconsin
$202K +$202K +1,818 New
LS
732
Livforsakringsbolaget Skandia
Sweden
$200K
GWM
733
Gitterman Wealth Management
New Jersey
$199K +$199K +1,798 New
S
734
SignatureFD
Georgia
$199K +$5.77K +52 +3%
VEA
735
Virtus ETF Advisers
New York
$191K +$191K +1,724 New
GM
736
GeoWealth Management
Illinois
$187K +$53.6K +483 +40%
FHA
737
First Horizon Advisors
Tennessee
$166K -$4.44K -40 -3%
TCOV
738
Trust Company of Vermont
Vermont
$155K
LFG
739
Larson Financial Group
Missouri
$150K -$6.87K -62 -4%
PC
740
Promus Capital
Illinois
$147K
PCM
741
Penserra Capital Management
California
$146K -$2.15M -19,516 -94%
HI
742
Harbour Investments
Wisconsin
$134K +$124K +1,118 +1,215%
CW
743
Curio Wealth
Maryland
$133K +$133K +1,199 +119,900%
MA
744
Montag & Associates
Georgia
$130K
AWM
745
Atticus Wealth Management
Florida
$130K +$665 +6 +0.5%
PWAM
746
Private Wealth Asset Management
Iowa
$126K
CI Investments Inc
747
CI Investments Inc
Ontario, Canada
$119K +$8.19K +74 +7%
EWA
748
EverSource Wealth Advisors
Alabama
$116K +$24.7K +223 +27%
GEA
749
Glen Eagle Advisors
New Jersey
$111K
MPW
750
MASECO Private Wealth
$109K +$109K +979 New