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Brown & Brown

874 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, 386 increasing their positions, 284 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
874
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
FC
851
Financial Consulate
Maryland
$1.41K
FMP
852
Financial Management Professionals
Texas
$1.31K
VWM
853
Vermillion Wealth Management
Minnesota
$1.13K
WWM
854
Wolff Wiese Magana
California
$938
BWL
855
Bogart Wealth LLC
Virginia
$938
BHWM
856
Bay Harbor Wealth Management
Maryland
$937
QWM
857
Quaker Wealth Management
New Jersey
$845
AT
858
Avalon Trust
New Mexico
$845
HIA
859
HFM Investment Advisors
New Jersey
$657
WA
860
WestEnd Advisors
North Carolina
$657
RWM
861
Rialto Wealth Management
New York
$657
BFS
862
Bare Financial Services
Pennsylvania
$563
UCB
863
United Community Bank
South Carolina
$563
RWS
864
Retirement Wealth Solutions
Wisconsin
$563
TPBG
865
Turning Point Benefit Group
Maryland
$556
ACA
866
American Capital Advisory
Idaho
$469
NSIM
867
North Star Investment Management
Illinois
$469
SA
868
Seneschal Advisors
Washington
$469
NC
869
North Capital
Utah
$469
NL
870
NVWM LLC
Pennsylvania
$469
DF
871
DecisionPoint Financial
Arizona
$372
DCM
872
Davis Capital Management
Florida
$281
RS
873
Rakuten Securities
Japan
$94
YDMI
874
Y.D. More Investments
Israel
$63
Norges Bank
875
Norges Bank
Norway