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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
JFG
826
JDM Financial Group
Texas
$4.22K
AW
827
Avion Wealth
Texas
$4K
DPW
828
DiNuzzo Private Wealth
Pennsylvania
$3.69K
AWM
829
Abound Wealth Management
Tennessee
$3.66K
AUB
830
Atlantic Union Bankshares
Virginia
$3.56K
SC
831
SouthState Corp
Florida
$3.28K
CWM
832
Copia Wealth Management
Oregon
$3.28K
GSWM
833
Golden State Wealth Management
California
$3K
FNWA
834
Financial Network Wealth Advisors
Utah
$2.91K
WA
835
WPG Advisers
Maryland
$2.63K
SN
836
Sittner & Nelson
Oregon
$2.35K
BIA
837
Bell Investment Advisors
California
$2.35K
TCA
838
Trifecta Capital Advisors
Illinois
$2.25K
LI
839
LRI Investments
Florida
$2.21K
MAM
840
Marquette Asset Management
Minnesota
$2.06K
CCM
841
Cloud Capital Management
Washington
$2K
HHGA
842
Halbert Hargrove Global Advisors
California
$1.97K
AP
843
Aspect Partners
Virginia
$1.69K
DF
844
Dunhill Financial
United Kingdom
$1.62K
SIC
845
SJS Investment Consulting
Ohio
$1.59K
CWM
846
Crowley Wealth Management
Delaware
$1.59K
DIP
847
DT Investment Partners
Pennsylvania
$1.41K
FC
848
Financial Consulate
Maryland
$1.41K
FMP
849
Financial Management Professionals
Texas
$1.31K
VWM
850
Vermillion Wealth Management
Minnesota
$1.13K