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Brown & Brown

871 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, 385 increasing their positions, 282 reducing their positions, and 120 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: 101 | Existing positions closed: 120

17% less capital invested

Capital invested by funds: $29.4B → $24.5B (-$4.94B)

39% less funds holding in top 10

Funds holding in top 10: 2817 (-11)

Holders
871
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
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
CT
776
Clearstead Trust
Maine
$17.7K
TC
777
Truvestments Capital
Florida
$17.6K
WIM
778
Westside Investment Management
California
$16.9K
MSWA
779
Marshall & Sterling Wealth Advisors
New York
$15.6K
PWA
780
Physician Wealth Advisors
Utah
$15.1K
BF
781
BOK Financial
Oklahoma
$14.6K
JWA
782
JFS Wealth Advisors
Pennsylvania
$14.4K
FFA
783
Frazier Financial Advisors
Ohio
$14.1K
RTL
784
Red Tortoise LLC
Georgia
$13.8K
SA
785
SRH Advisors
Kansas
$12.8K
RA
786
Rise Advisors
New York
$12.6K
CT
787
Colonial Trust
South Carolina
$12.2K
MWPCG
788
Measured Wealth Private Client Group
New Hampshire
$11.9K
AWM
789
Accredited Wealth Management
Kentucky
$11.6K
FCAS
790
First Command Advisory Services
Texas
$11.6K
FMII
791
Farmers & Merchants Investments Inc
Nebraska
$11.3K
ZBNA
792
Zions Bancorporation, National Association
Utah
$10.9K
TF
793
Tompkins Financial
New York
$10.4K
CFB
794
Cullen/Frost Bankers
Texas
$9.87K
CFO
795
CVA Family Office
Colorado
$9.75K
IUHSA
796
Itau Unibanco Holding S.A.
Brazil
$9.66K
TFA
797
Transamerica Financial Advisors
Florida
$9.39K
WA
798
Whipplewood Advisors
Colorado
$9.38K
HWA
799
HHM Wealth Advisors
Tennessee
$9.38K
SWM
800
Spire Wealth Management
Virginia
$8.91K