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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
SIM
926
Sandia Investment Management
Massachusetts
Fayez Sarofim & Co
927
Fayez Sarofim & Co
Texas
MYIA
928
Mount Yale Investment Advisors
Colorado
AWM
929
Axxcess Wealth Management
California
BMWM
930
Brown Miller Wealth Management
Virginia
PTC
931
Petrus Trust Company
Texas
OWA
932
Outlook Wealth Advisors
Texas
FFA
933
Florida Financial Advisors
Florida
VSQM
934
V-Square Quantitative Management
Illinois
Grantham, Mayo, Van Otterloo & Co (GMO)
935
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
OF
936
Optimize Financial
California
BC
937
Burney Company
Virginia
HFM
938
Harvest Fund Management
China
RS
939
R Squared
Hong Kong
Hudson Bay Capital Management
940
Hudson Bay Capital Management
Connecticut
SC
941
Sepio Capital
Utah
NWAG
942
Net Worth Advisory Group
Utah
JSSH
943
J. Safra Sarasin Holding
OIA
944
OneDigital Investment Advisors
Kansas
OCA
945
Otter Creek Advisors
Florida
AC
946
AXQ Capital
New Jersey
TWP
947
Tower Wealth Partners
Pennsylvania
FIA
948
Foundations Investment Advisors
Arizona
CFM
949
Catalyst Funds Management
Australia
CC
950
Corton Capital
Ontario, Canada