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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
WWM
851
Wolff Wiese Magana
California
$938
BWL
852
Bogart Wealth LLC
Virginia
$938
BHWM
853
Bay Harbor Wealth Management
Maryland
$937
QWM
854
Quaker Wealth Management
New Jersey
$845
AT
855
Avalon Trust
New Mexico
$845
HIA
856
HFM Investment Advisors
New Jersey
$657
WA
857
WestEnd Advisors
North Carolina
$657
RWM
858
Rialto Wealth Management
New York
$657
BFS
859
Bare Financial Services
Pennsylvania
$563
UCB
860
United Community Bank
South Carolina
$563
RWS
861
Retirement Wealth Solutions
Wisconsin
$563
TPBG
862
Turning Point Benefit Group
Maryland
$556
ACA
863
American Capital Advisory
Idaho
$469
NSIM
864
North Star Investment Management
Illinois
$469
NL
865
NVWM LLC
Pennsylvania
$469
SA
866
Seneschal Advisors
Washington
$469
NC
867
North Capital
Utah
$469
DF
868
DecisionPoint Financial
Arizona
$372
DCM
869
Davis Capital Management
Florida
$281
RS
870
Rakuten Securities
Japan
$94
YDMI
871
Y.D. More Investments
Israel
$63
Norges Bank
872
Norges Bank
Norway
FGP
873
Freestone Grove Partners
California
WP
874
Woodline Partners
California
Adage Capital Partners
875
Adage Capital Partners
Massachusetts