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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
DF
851
Dunhill Financial
United Kingdom
$1.62K
SIC
852
SJS Investment Consulting
Ohio
$1.59K
CWM
853
Crowley Wealth Management
Delaware
$1.59K
DIP
854
DT Investment Partners
Pennsylvania
$1.41K
FC
855
Financial Consulate
Maryland
$1.41K
FMP
856
Financial Management Professionals
Texas
$1.31K
VWM
857
Vermillion Wealth Management
Minnesota
$1.13K
WWM
858
Wolff Wiese Magana
California
$938
BWL
859
Bogart Wealth LLC
Virginia
$938
BHWM
860
Bay Harbor Wealth Management
Maryland
$937
QWM
861
Quaker Wealth Management
New Jersey
$845
AT
862
Avalon Trust
New Mexico
$845
HIA
863
HFM Investment Advisors
New Jersey
$657
WA
864
WestEnd Advisors
North Carolina
$657
RWM
865
Rialto Wealth Management
New York
$657
BFS
866
Bare Financial Services
Pennsylvania
$563
UCB
867
United Community Bank
South Carolina
$563
RWS
868
Retirement Wealth Solutions
Wisconsin
$563
TPBG
869
Turning Point Benefit Group
Maryland
$556
ACA
870
American Capital Advisory
Idaho
$469
NL
871
NVWM LLC
Pennsylvania
$469
NSIM
872
North Star Investment Management
Illinois
$469
SA
873
Seneschal Advisors
Washington
$469
NC
874
North Capital
Utah
$469
DF
875
DecisionPoint Financial
Arizona
$372