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Brown & Brown

871 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, 385 increasing their positions, 282 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
871
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
MPM
951
MBB Public Markets
Illinois
Wolverine Trading
952
Wolverine Trading
Illinois
QWP
953
Quotient Wealth Partners
Texas
IC
954
Iconiq Capital
California
BAM
955
Berkshire Asset Management
Pennsylvania
SSW
956
Smith Shellnut Wilson
Mississippi
IWS
957
Insight Wealth Strategies
California
RC
958
RBF Capital
California
WTFG
959
Wood Tarver Financial Group
Idaho
ICP
960
Impact Capital Partners
Colorado
Kovitz Investment Group Partners
961
Kovitz Investment Group Partners
Illinois
SPC
962
Spirepoint Private Client
Florida
WWM
963
Western Wealth Management
Colorado
GWM
964
Gitterman Wealth Management
New Jersey
VEA
965
Virtus ETF Advisers
New York
GM
966
GeoWealth Management
Illinois
AWM
967
Atticus Wealth Management
Florida
MPW
968
MASECO Private Wealth
HT
969
Headlands Technologies
Illinois
HB
970
Horizon Bancorp
Indiana
MIFH
971
Migdal Insurance & Financial Holdings
Israel
IFS
972
Intelligent Financial Strategies
Minnesota
M
973
MOTCO
Texas
AAS
974
Ameritas Advisory Services
Nebraska
Lazard Asset Management
975
Lazard Asset Management
New York