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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
TC
926
TownSquare Capital
Utah
GFM
927
GF Fund Management
China
VIG
928
Vienna Insurance Group
Poland
BAM
929
Blueshift Asset Management
New Jersey
HIM
930
Hanlon Investment Management
New Jersey
SIM
931
Sandia Investment Management
Massachusetts
Fayez Sarofim & Co
932
Fayez Sarofim & Co
Texas
MYIA
933
Mount Yale Investment Advisors
Colorado
AWM
934
Axxcess Wealth Management
California
BMWM
935
Brown Miller Wealth Management
Virginia
PTC
936
Petrus Trust Company
Texas
OWA
937
Outlook Wealth Advisors
Texas
FFA
938
Florida Financial Advisors
Florida
VSQM
939
V-Square Quantitative Management
Illinois
Grantham, Mayo, Van Otterloo & Co (GMO)
940
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
OF
941
Optimize Financial
California
BC
942
Burney Company
Virginia
HFM
943
Harvest Fund Management
China
RS
944
R Squared
Hong Kong
Hudson Bay Capital Management
945
Hudson Bay Capital Management
Connecticut
SC
946
Sepio Capital
Utah
NWAG
947
Net Worth Advisory Group
Utah
JSSH
948
J. Safra Sarasin Holding
OIA
949
OneDigital Investment Advisors
Kansas
OCA
950
Otter Creek Advisors
Florida