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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
CFB
801
Cullen/Frost Bankers
Texas
$9.87K
CFO
802
CVA Family Office
Colorado
$9.75K
IUHSA
803
Itau Unibanco Holding S.A.
Brazil
$9.66K
TFA
804
Transamerica Financial Advisors
Florida
$9.39K
WA
805
Whipplewood Advisors
Colorado
$9.38K
HWA
806
HHM Wealth Advisors
Tennessee
$9.38K
SWM
807
Spire Wealth Management
Virginia
$8.91K
DSC
808
Duncker Streett & Co
Missouri
$8.72K
PAM
809
Palisade Asset Management
Minnesota
$8.63K
CFD
810
Creative Financial Designs
Indiana
$8.35K
GWS
811
Greykasell Wealth Strategies
California
$8.25K
PWMG
812
Private Wealth Management Group
New Jersey
$7.97K
MIM
813
MTM Investment Management
South Carolina
$7.97K
FFO
814
Fortitude Family Office
Arizona
$7.97K
CWA
815
Carolina Wealth Advisors
South Carolina
$7.88K
MAM
816
Meeder Asset Management
Ohio
$7.79K
HFS
817
Horizon Financial Services
North Carolina
$7.79K
FPF
818
First Pacific Financial
Washington
$7.13K
AWM
819
Activest Wealth Management
Florida
$6.75K
Optiver Holding
820
Optiver Holding
Netherlands
$6.28K
MEG
821
Millstone Evans Group
Colorado
$6.1K
HHMI
822
Howard Hughes Medical Institute
Maryland
$5.82K
S
823
Sachetta
Massachusetts
$5.72K
WWA
824
Wealth Watch Advisors
Colorado
$5.72K
CSB
825
City State Bank
Iowa
$5.07K