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Brown & Brown

880 hedge funds and large institutions have $21.7B invested in Brown & Brown in 2025 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 295 increasing their positions, 353 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

less funds holding

Funds holding:

11% less capital invested

Capital invested by funds: $24.5B → $21.7B (-$2.79B)

16% less repeat investments, than reductions

Existing positions increased: 295 | Existing positions reduced: 353

33% less funds holding in top 10

Funds holding in top 10: 1812 (-6)

Holders
880
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$15.5M
Puts
$13.2M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SC
826
SouthState Corp
Florida
$2.95K
FPF
827
First Pacific Financial
Washington
$2.87K
CWM
828
Copia Wealth Management
Oregon
$2.79K
CIAS
829
CBIZ Investment Advisory Services
Ohio
$2.71K
DPW
830
DiNuzzo Private Wealth
Pennsylvania
$2.63K
GSWM
831
Golden State Wealth Management
California
$2.56K
FNWA
832
Financial Network Wealth Advisors
Utah
$2.48K
PWA
833
Physician Wealth Advisors
Utah
$2.47K
S
834
Sachetta
Massachusetts
$2.47K
SIC
835
SJS Investment Consulting
Ohio
$2.47K
RF
836
Rossby Financial
Florida
$2.39K
SEP
837
Signature Equity Partners
Ohio
$2.08K
HNW
838
High Note Wealth
Minnesota
$1.91K
LI
839
LRI Investments
Florida
$1.88K
SN
840
Sittner & Nelson
Oregon
$1.84K
PWA
841
Principia Wealth Advisory
Texas
$1.83K
NB
842
NBT Bank
New York
$1.83K
FUBT
843
First United Bank & Trust
Maryland
$1.51K
DF
844
Dunhill Financial
United Kingdom
$1.5K
AP
845
Aspect Partners
Virginia
$1.44K
HIA
846
HFM Investment Advisors
New Jersey
$1.35K
LB
847
Legacy Bridge
Iowa
$1.28K
DIP
848
DT Investment Partners
Pennsylvania
$1.2K
1CP
849
1015 Capital Partners
Pennsylvania
$1.2K
FMP
850
Financial Management Professionals
Texas
$1.12K