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Brown & Brown

883 hedge funds and large institutions have $21.7B invested in Brown & Brown in 2025 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 296 increasing their positions, 353 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more call options, than puts

Call options by funds: $15.5M | Put options by funds: $13.2M

3% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 124

0.46% more ownership

Funds ownership: 79.45%79.91% (+0.46%)

1% less funds holding

Funds holding: 894883 (-11)

11% less capital invested

Capital invested by funds: $24.6B → $21.7B (-$2.82B)

16% less repeat investments, than reductions

Existing positions increased: 296 | Existing positions reduced: 353

33% less funds holding in top 10

Funds holding in top 10: 1812 (-6)

Holders
883
Holders Change
-11
Holders Change %
-1.23%
% of All Funds
10.74%
Holding in Top 10
12
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-33.33%
% of All Funds
0.15%
New
128
Increased
296
Reduced
353
Closed
124
Calls
$15.5M
Puts
$13.2M
Net Calls
+$2.33M
Net Calls Change
-$7.47M
Name Holding Trade Value Shares
Change
Change in
Stake
SFM
926
Soros Fund Management
New York
-$797K -8,500 Closed
PAS
927
Park Avenue Securities
New York
-$729K -7,771 Closed
SGI
928
Summit Global Investments
Utah
-$719K -7,666 Closed
SOS
929
Silver Oak Securities
Tennessee
-$655K -6,988 Closed
DCP
930
DSM Capital Partners
Florida
-$636K -6,777 Closed
HWM
931
Hohimer Wealth Management
Washington
-$634K -6,756 Closed
CIA
932
Caerus Investment Advisors
Texas
-$610K -6,501 Closed
GSEP
933
Golden State Equity Partners
California
-$576K -6,143 Closed
A
934
Allianz
Germany
-$533K -5,680 Closed
NLP
935
Next Level Private
New York
-$513K -5,432 Closed
ECM
936
Element Capital Management
New York
-$504K -5,375 Closed
IMRF
937
Illinois Municipal Retirement Fund
Illinois
-$470K -5,012 Closed
KF
938
Krilogy Financial
Missouri
-$359K -4,610 Closed
NP
939
NorthRock Partners
Minnesota
-$371K -3,951 Closed
FFP
940
FourThought Financial Partners
Florida
-$367K -3,917 Closed
TSWM
941
Triangle Securities Wealth Management
North Carolina
-$363K -3,871 Closed
PCA
942
Pallas Capital Advisors
Massachusetts
-$345K -3,674 Closed
JTWM
943
Jackson Thornton Wealth Management
Alabama
-$337K -3,508 Closed
KWA
944
Kingswood Wealth Advisors
California
-$313K -3,341 Closed
VCM
945
Voleon Capital Management
California
-$306K -3,258 Closed
CAI
946
Capital Advisors Inc
Oklahoma
-$302K -3,219 Closed
RCM
947
Requisite Capital Management
Texas
-$297K -3,165 Closed
FPAS
948
Focus Partners Advisor Solutions
Missouri
-$262K -3,150 Closed
PWM
949
Palacios Wealth Management
Florida
-$291K -3,105 Closed
AIM
950
Aigen Investment Management
New York
-$287K -3,055 Closed