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Brown & Brown

889 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, 396 increasing their positions, 290 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:

17% less first-time investments, than exits

New positions opened: 101 | 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
889
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
FPF
826
First Pacific Financial
Washington
$7.13K
AWM
827
Activest Wealth Management
Florida
$6.75K
Optiver Holding
828
Optiver Holding
Netherlands
$6.28K
MEG
829
Millstone Evans Group
Colorado
$6.1K
HHMI
830
Howard Hughes Medical Institute
Maryland
$5.82K
S
831
Sachetta
Massachusetts
$5.72K
WWA
832
Wealth Watch Advisors
Colorado
$5.72K
CSB
833
City State Bank
Iowa
$5.07K
BAM
834
Bellevue Asset Management
Washington
$5.06K
AF
835
Advisornet Financial
Minnesota
$4.97K
FUBT
836
First United Bank & Trust
Maryland
$4.97K
HFS
837
Hughes Financial Services
Virginia
$4.95K
TIM
838
Tortoise Investment Management
New York
$4.6K
JGIA
839
Jackson Grant Investment Advisers
Connecticut
$4.5K
PWMG
840
Prestige Wealth Management Group
New Jersey
$4.32K
JFG
841
JDM Financial Group
Texas
$4.22K
AW
842
Avion Wealth
Texas
$4K
DPW
843
DiNuzzo Private Wealth
Pennsylvania
$3.69K
AWM
844
Abound Wealth Management
Tennessee
$3.66K
AUB
845
Atlantic Union Bankshares
Virginia
$3.56K
SC
846
SouthState Corp
Florida
$3.28K
CWM
847
Copia Wealth Management
Oregon
$3.28K
GSWM
848
Golden State Wealth Management
California
$3K
FNWA
849
Financial Network Wealth Advisors
Utah
$2.91K
WA
850
WPG Advisers
Maryland
$2.63K