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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
BAM
826
Bellevue Asset Management
Washington
$5.06K
AF
827
Advisornet Financial
Minnesota
$4.97K
FUBT
828
First United Bank & Trust
Maryland
$4.97K
HFS
829
Hughes Financial Services
Virginia
$4.95K
TIM
830
Tortoise Investment Management
New York
$4.6K
JGIA
831
Jackson Grant Investment Advisers
Connecticut
$4.5K
PWMG
832
Prestige Wealth Management Group
New Jersey
$4.32K
JFG
833
JDM Financial Group
Texas
$4.22K
AW
834
Avion Wealth
Texas
$4K
DPW
835
DiNuzzo Private Wealth
Pennsylvania
$3.69K
AWM
836
Abound Wealth Management
Tennessee
$3.66K
AUB
837
Atlantic Union Bankshares
Virginia
$3.56K
SC
838
SouthState Corp
Florida
$3.28K
CWM
839
Copia Wealth Management
Oregon
$3.28K
GSWM
840
Golden State Wealth Management
California
$3K
FNWA
841
Financial Network Wealth Advisors
Utah
$2.91K
WA
842
WPG Advisers
Maryland
$2.63K
SN
843
Sittner & Nelson
Oregon
$2.35K
BIA
844
Bell Investment Advisors
California
$2.35K
TCA
845
Trifecta Capital Advisors
Illinois
$2.25K
LI
846
LRI Investments
Florida
$2.21K
MAM
847
Marquette Asset Management
Minnesota
$2.06K
CCM
848
Cloud Capital Management
Washington
$2K
HHGA
849
Halbert Hargrove Global Advisors
California
$1.97K
AP
850
Aspect Partners
Virginia
$1.69K