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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
DSC
801
Duncker Streett & Co
Missouri
$8.72K
PAM
802
Palisade Asset Management
Minnesota
$8.63K
CFD
803
Creative Financial Designs
Indiana
$8.35K
GWS
804
Greykasell Wealth Strategies
California
$8.25K
PWMG
805
Private Wealth Management Group
New Jersey
$7.97K
MIM
806
MTM Investment Management
South Carolina
$7.97K
FFO
807
Fortitude Family Office
Arizona
$7.97K
CWA
808
Carolina Wealth Advisors
South Carolina
$7.88K
MAM
809
Meeder Asset Management
Ohio
$7.79K
HFS
810
Horizon Financial Services
North Carolina
$7.79K
FPF
811
First Pacific Financial
Washington
$7.13K
AWM
812
Activest Wealth Management
Florida
$6.75K
Optiver Holding
813
Optiver Holding
Netherlands
$6.28K
MEG
814
Millstone Evans Group
Colorado
$6.1K
HHMI
815
Howard Hughes Medical Institute
Maryland
$5.82K
S
816
Sachetta
Massachusetts
$5.72K
WWA
817
Wealth Watch Advisors
Colorado
$5.72K
CSB
818
City State Bank
Iowa
$5.07K
BAM
819
Bellevue Asset Management
Washington
$5.06K
AF
820
Advisornet Financial
Minnesota
$4.97K
FUBT
821
First United Bank & Trust
Maryland
$4.97K
HFS
822
Hughes Financial Services
Virginia
$4.95K
TIM
823
Tortoise Investment Management
New York
$4.6K
JGIA
824
Jackson Grant Investment Advisers
Connecticut
$4.5K
PWMG
825
Prestige Wealth Management Group
New Jersey
$4.32K