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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
AC
951
AXQ Capital
New Jersey
TWP
952
Tower Wealth Partners
Pennsylvania
FIA
953
Foundations Investment Advisors
Arizona
CFM
954
Catalyst Funds Management
Australia
CC
955
Corton Capital
Ontario, Canada
TAM
956
Tocqueville Asset Management
New York
BWP
957
Burling Wealth Partners
Illinois
KPWS
958
Kestra Private Wealth Services
Texas
MPM
959
MBB Public Markets
Illinois
Wolverine Trading
960
Wolverine Trading
Illinois
QWP
961
Quotient Wealth Partners
Texas
IC
962
Iconiq Capital
California
BAM
963
Berkshire Asset Management
Pennsylvania
SSW
964
Smith Shellnut Wilson
Mississippi
IWS
965
Insight Wealth Strategies
California
RC
966
RBF Capital
California
WTFG
967
Wood Tarver Financial Group
Idaho
ICP
968
Impact Capital Partners
Colorado
Kovitz Investment Group Partners
969
Kovitz Investment Group Partners
Illinois
SPC
970
Spirepoint Private Client
Florida
WWM
971
Western Wealth Management
Colorado
GWM
972
Gitterman Wealth Management
New Jersey
VEA
973
Virtus ETF Advisers
New York
GM
974
GeoWealth Management
Illinois
AWM
975
Atticus Wealth Management
Florida