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Brown & Brown

908 hedge funds and large institutions have $27.3B invested in Brown & Brown in 2025 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 339 increasing their positions, 315 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more call options, than puts

Call options by funds: $26.2M | Put options by funds: $10.6M

68% more funds holding in top 10

Funds holding in top 10: 1932 (+13)

57% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 83

25% more capital invested

Capital invested by funds: $21.9B → $27.3B (+$5.42B)

4% more funds holding

Funds holding: 873908 (+35)

1.62% more ownership

Funds ownership: 75.01%76.62% (+1.6%)

8% more repeat investments, than reductions

Existing positions increased: 339 | Existing positions reduced: 315

Holders
908
Holders Change
+35
Holders Change %
+4.01%
% of All Funds
12.17%
Holding in Top 10
32
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+68.42%
% of All Funds
0.43%
New
130
Increased
339
Reduced
315
Closed
83
Calls
$26.2M
Puts
$10.6M
Net Calls
+$15.6M
Net Calls Change
-$4.27M
Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
901
CBIZ Investment Advisory Services
Ohio
$498 +$447 +4 New
HIA
902
HFM Investment Advisors
New Jersey
$498 +$447 +4 New
RWM
903
Rialto Wealth Management
New York
$498 +$447 +4 New
GA
904
GoalVest Advisory
New York
$373 +$335 +3 New
ACA
905
American Capital Advisory
Idaho
$249 +$223 +2 New
BCWM
906
Bartlett & Co Wealth Management
Ohio
$249 +$223 +2 New
SSG
907
Summit Securities Group
New York
$124 +$112 +1 New
YDMI
908
Y.D. More Investments
Israel
$112 +$4.58K +41 +14%
Point72 Asset Management
909
Point72 Asset Management
Connecticut
-$50.4M -493,658 Closed
FGP
910
Freestone Grove Partners
California
-$17.5M -171,895 Closed
Voloridge Investment Management
911
Voloridge Investment Management
Florida
-$15.4M -151,093 Closed
Two Sigma Investments
912
Two Sigma Investments
New York
-$14M -137,664 Closed
TC
913
TwinBeech Capital
New York
-$10.7M -104,667 Closed
Adage Capital Partners
914
Adage Capital Partners
Massachusetts
-$10.4M -101,800 Closed
ECM
915
ExodusPoint Capital Management
New York
-$9.05M -88,687 Closed
CSS
916
Cubist Systematic Strategies
Connecticut
-$4.97M -48,689 Closed
GLA
917
Great Lakes Advisors
Illinois
-$4.72M -46,247 Closed
Marshall Wace
918
Marshall Wace
United Kingdom
-$4.44M -43,492 Closed
Two Sigma Advisers
919
Two Sigma Advisers
New York
-$4.25M -41,700 Closed
FHB
920
First Hawaiian Bank
Hawaii
-$4.25M -41,682 Closed
Connor, Clark & Lunn Investment Management (CC&L)
921
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$3.41M -33,376 Closed
SO
922
STRS Ohio
Ohio
-$3.18M -31,218 Closed
PFA
923
Peak Financial Advisors
Colorado
-$3.04M -29,771 Closed
Capital Fund Management (CFM)
924
Capital Fund Management (CFM)
France
-$2.99M -29,305 Closed
SCM
925
Sone Capital Management
New York
-$2.74M -26,829 Closed

BRO Hedge Fund Activity: Q1 2025 in Review

908 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Brown & Brown (BRO) for Q1 2025, worth a combined $27.3B — up 25% from $21.9B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new BRO positions and 83 closed out — a net gain of 47 holders — while 339 added to existing stakes and 315 trimmed.

The largest buyer was Parnassus Investments, opening a new position worth an estimated $808M. The largest seller was Select Equity Group, cutting an estimated $190M.

  • 908 institutional investors held Brown & Brown (BRO) as of Q1 2025, up from 873 in Q4 2024.
  • Funds reported $27.3B of Brown & Brown stock for Q1 2025, up 25% quarter-over-quarter.
  • 130 funds opened new Brown & Brown positions in Q1 2025 and 83 closed out, a net change of +47 holders.
  • The largest Brown & Brown buyer in Q1 2025 was Parnassus Investments, an estimated $808M added.
  • The largest Brown & Brown seller in Q1 2025 was Select Equity Group, an estimated $190M sold.

Based on aggregated 13F filings for Q1 2025.