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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
SN
851
Sittner & Nelson
Oregon
$2.35K
BIA
852
Bell Investment Advisors
California
$2.35K
TCA
853
Trifecta Capital Advisors
Illinois
$2.25K
LI
854
LRI Investments
Florida
$2.21K
MAM
855
Marquette Asset Management
Minnesota
$2.06K
CCM
856
Cloud Capital Management
Washington
$2K
HHGA
857
Halbert Hargrove Global Advisors
California
$1.97K
PWA
858
Principia Wealth Advisory
Texas
$1.88K
KG
859
Kilter Group
New York
$1.69K
AP
860
Aspect Partners
Virginia
$1.69K
DF
861
Dunhill Financial
United Kingdom
$1.62K
SIC
862
SJS Investment Consulting
Ohio
$1.59K
CWM
863
Crowley Wealth Management
Delaware
$1.59K
DIP
864
DT Investment Partners
Pennsylvania
$1.41K
FC
865
Financial Consulate
Maryland
$1.41K
FMP
866
Financial Management Professionals
Texas
$1.31K
VWM
867
Vermillion Wealth Management
Minnesota
$1.13K
WWM
868
Wolff Wiese Magana
California
$938
BWL
869
Bogart Wealth LLC
Virginia
$938
BHWM
870
Bay Harbor Wealth Management
Maryland
$937
QWM
871
Quaker Wealth Management
New Jersey
$845
AT
872
Avalon Trust
New Mexico
$845
HIA
873
HFM Investment Advisors
New Jersey
$657
WA
874
WestEnd Advisors
North Carolina
$657
RWM
875
Rialto Wealth Management
New York
$657